-26.7%
ZTS vs RCL
+27.6%
-54.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.4% | +1.1% | +6.5% |
| 7D | +15.4% | +11.7% | +3.7% | +13.6% |
| 30D | +25.8% | +21.1% | +4.6% | +22.3% |
| 3M | +18.1% | +2.9% | +15.2% | +18.1% |
| 6M | -19.7% | +29.8% | -49.6% | -22.9% |
| YTD | -27.5% | +21.4% | -48.9% | -30.7% |
| 1Y | -26.7% | +32.0% | -58.7% | -32.5% |
| All | -26.7% | +27.6% | -54.3% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 1y: compounded portfolio wealth divided by compounded RCL 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…
1y analysis · Full analysis span regression · 6 months rolling