+174.6%
ZTS vs XPO
+3,209.6%
-3,035.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -1.4% |
| 7D | -2.0% | +2.4% | -4.4% | -2.4% |
| 30D | +1.9% | -3.5% | +5.4% | +2.3% |
| 3M | -4.0% | -11.9% | +7.9% | -2.2% |
| 6M | -39.1% | -10.0% | -29.2% | -38.4% |
| YTD | -38.8% | +42.1% | -80.9% | -43.0% |
| 1Y | -49.6% | +47.6% | -97.2% | -53.5% |
| 3Y | -59.0% | +153.6% | -212.6% | -66.9% |
| 5Y | -61.8% | +266.5% | -328.3% | -72.2% |
| 10Y | +61.4% | +1,460.4% | -1,399.0% | -9.0% |
| All | +174.6% | +3,209.6% | -3,035.0% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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