+200.2%
ZTS vs CPB
-2.9%
+203.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.8% | +3.9% |
| 7D | -1.0% | +3.3% | -4.3% | -1.7% |
| 30D | +10.8% | +19.0% | -8.2% | +6.9% |
| 3M | +14.1% | +0.4% | +13.6% | +13.7% |
| 6M | +0.8% | +13.0% | -12.2% | -2.1% |
| YTD | -33.1% | -12.7% | -20.4% | -31.8% |
| 1Y | -30.0% | -20.9% | -9.1% | -27.3% |
| 3Y | -49.5% | -35.4% | -14.1% | -45.8% |
| 5Y | -60.2% | -32.3% | -28.0% | -58.0% |
| 10Y | +77.0% | -40.5% | +117.6% | +89.7% |
| All | +200.2% | -2.9% | +203.1% | +124.0% |
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