+55.5%
ZTS vs EOG
+121.2%
-65.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -4.5% | +1.0% | -5.5% | -4.6% |
| 30D | -3.3% | +2.8% | -6.1% | -3.7% |
| 3M | -9.7% | +5.9% | -15.6% | -10.6% |
| 6M | -38.8% | +17.1% | -55.9% | -40.4% |
| YTD | -41.2% | +43.9% | -85.1% | -44.3% |
| 1Y | -50.3% | +26.9% | -77.2% | -52.2% |
| 3Y | -59.1% | +23.6% | -82.7% | -60.9% |
| 5Y | -62.8% | +178.1% | -240.9% | -68.7% |
| All | +55.5% | +121.2% | -65.7% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 10y: compounded portfolio wealth divided by compounded EOG 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…
10y analysis · Full analysis span regression · 6 months rolling