-59.0%
ZTS vs CTVA
+76.0%
-134.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | -3.8% | -5.8% | +2.0% | -2.6% |
| 30D | -2.0% | +11.1% | -13.1% | -4.1% |
| 3M | -10.2% | +13.2% | -23.4% | -13.2% |
| 6M | -39.4% | +8.7% | -48.1% | -40.8% |
| YTD | -40.8% | +27.3% | -68.1% | -44.3% |
| 1Y | -50.1% | +18.0% | -68.1% | -52.3% |
| All | -59.0% | +76.0% | -134.9% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 3y: compounded portfolio wealth divided by compounded CTVA 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…
3y analysis · Full analysis span regression · 6 months rolling