-59.1%
ZTS vs SCCO
+177.0%
-236.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -3.7% | -2.7% | -1.1% | -3.6% |
| 30D | -0.8% | -0.7% | -0.1% | -0.9% |
| 3M | -9.7% | +8.1% | -17.8% | -10.7% |
| 6M | -38.4% | +4.1% | -42.5% | -39.1% |
| YTD | -41.1% | +41.1% | -82.2% | -44.3% |
| 1Y | -50.6% | +95.6% | -146.2% | -55.1% |
| 3Y | -59.1% | +179.3% | -238.4% | -66.1% |
| All | -59.1% | +177.0% | -236.2% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 3y: compounded portfolio wealth divided by compounded SCCO 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…
3y analysis · Full analysis span regression · 6 months rolling