-29.7%
ZTS vs RCL
+32.4%
-62.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.0% | +0.7% | +3.2% |
| 7D | -1.0% | +5.0% | -6.0% | -1.8% |
| 30D | +10.8% | +19.4% | -8.6% | +8.0% |
| 3M | +14.1% | +5.9% | +8.1% | +13.5% |
| 6M | +0.8% | +23.8% | -23.0% | -2.7% |
| YTD | -33.1% | +22.8% | -55.9% | -36.1% |
| All | -29.7% | +32.4% | -62.2% | -34.3% |
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