+189.6%
ZTS vs CPB
-3.0%
+192.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -3.0% |
| 7D | -0.4% | +8.0% | -8.4% | -1.9% |
| 30D | +11.7% | +22.4% | -10.7% | +7.2% |
| 3M | +3.5% | +2.5% | +0.9% | +2.6% |
| 6M | -27.6% | +12.2% | -39.8% | -29.6% |
| YTD | -35.5% | -12.8% | -22.7% | -34.2% |
| 1Y | -32.1% | -19.2% | -12.9% | -29.7% |
| 3Y | -49.1% | -35.6% | -13.5% | -45.3% |
| 5Y | -61.0% | -31.4% | -29.6% | -58.9% |
| 10Y | +74.4% | -37.9% | +112.3% | +84.7% |
| All | +189.6% | -3.0% | +192.6% | +116.1% |
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