+56.2%
ZTS vs RCL
+344.6%
-288.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | -4.8% | -0.5% | -4.3% | -4.7% |
| 30D | +1.2% | -17.3% | +18.6% | +4.0% |
| 3M | -6.0% | -2.8% | -3.3% | -5.9% |
| 6M | -38.7% | -4.4% | -34.3% | -38.6% |
| YTD | -40.6% | -4.2% | -36.4% | -40.8% |
| 1Y | -50.6% | -23.4% | -27.2% | -49.3% |
| 3Y | -58.7% | +179.4% | -238.1% | -65.2% |
| 5Y | -62.8% | +238.8% | -301.6% | -70.5% |
| 10Y | +56.2% | +350.2% | -294.0% | +13.4% |
| All | +56.2% | +344.6% | -288.4% | +13.4% |
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