+174.6%
ZTS vs RCL
+763.9%
-589.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.0% | -5.1% | +3.1% | -1.2% |
| 30D | +1.9% | -19.0% | +20.9% | +5.2% |
| 3M | -4.0% | -9.6% | +5.6% | -2.8% |
| 6M | -39.1% | -6.7% | -32.4% | -38.8% |
| YTD | -38.8% | -3.9% | -34.9% | -39.1% |
| 1Y | -49.6% | -25.1% | -24.5% | -47.9% |
| 3Y | -59.0% | +179.1% | -238.1% | -66.0% |
| 5Y | -61.8% | +243.3% | -305.1% | -70.5% |
| 10Y | +61.4% | +325.8% | -264.3% | +4.8% |
| All | +174.6% | +763.9% | -589.3% | +43.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling