+87.8%
ZTS vs JCI
+291.9%
-204.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +1.8% |
| 7D | +5.6% | +3.2% | +2.4% | +4.5% |
| 30D | +12.1% | -8.6% | +20.7% | +14.5% |
| 3M | +11.3% | -7.7% | +19.0% | +12.9% |
| 6M | +14.3% | -2.6% | +16.9% | +12.9% |
| YTD | -31.9% | +17.4% | -49.2% | -37.3% |
| 1Y | -29.3% | +16.9% | -46.2% | -34.8% |
| 3Y | -48.0% | +186.7% | -234.8% | -67.3% |
| 5Y | -58.9% | +95.4% | -154.3% | -70.4% |
| All | +87.8% | +291.9% | -204.1% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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