-62.8%
ZTS vs CPB
-38.5%
-24.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.7% | -3.4% |
| 7D | -4.8% | -8.2% | +3.4% | -3.0% |
| 30D | +1.2% | -5.6% | +6.8% | +2.5% |
| 3M | -6.0% | +3.0% | -9.0% | -7.1% |
| 6M | -38.7% | -12.7% | -26.0% | -37.1% |
| YTD | -40.6% | -18.0% | -22.6% | -38.2% |
| 1Y | -50.6% | -31.7% | -18.9% | -46.4% |
| 3Y | -58.7% | -41.0% | -17.8% | -54.2% |
| 5Y | -62.8% | -38.4% | -24.4% | -58.2% |
| All | -62.8% | -38.5% | -24.3% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling