+77.0%
ZTS vs RCL
+396.5%
-319.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.0% | +0.7% | +3.2% |
| 7D | -1.0% | +5.0% | -6.0% | -1.7% |
| 30D | +10.8% | +19.4% | -8.6% | +8.0% |
| 3M | +14.1% | +5.9% | +8.1% | +12.9% |
| 6M | +0.8% | +23.8% | -23.0% | -2.8% |
| YTD | -33.1% | +22.8% | -55.9% | -35.8% |
| 1Y | -30.0% | +34.3% | -64.3% | -33.7% |
| 3Y | -49.5% | +276.4% | -325.9% | -59.3% |
| 5Y | -60.2% | +281.6% | -341.8% | -69.1% |
| 10Y | +77.0% | +379.0% | -302.0% | +28.4% |
| All | +77.0% | +396.5% | -319.5% | +28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling