+174.6%
ZTS vs CPB
-10.3%
+185.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | +0.1% |
| 7D | -2.0% | -8.6% | +6.6% | -0.3% |
| 30D | +1.9% | -7.2% | +9.2% | +3.3% |
| 3M | -4.0% | +0.9% | -4.9% | -4.5% |
| 6M | -39.1% | -11.8% | -27.3% | -37.9% |
| YTD | -38.8% | -19.4% | -19.4% | -36.5% |
| 1Y | -49.6% | -30.4% | -19.2% | -46.2% |
| 3Y | -59.0% | -40.2% | -18.8% | -55.2% |
| 5Y | -61.8% | -39.5% | -22.3% | -58.6% |
| 10Y | +61.4% | -47.4% | +108.8% | +78.0% |
| All | +174.6% | -10.3% | +185.0% | +108.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling