+147.9%
OXY vs ZBRA
-40.4%
+188.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.4% | +0.2% |
| 7D | +2.8% | -3.4% | +6.2% | +3.5% |
| 30D | +5.5% | -7.4% | +12.9% | +6.9% |
| 3M | +11.3% | +57.5% | -46.2% | +0.3% |
| 6M | +11.6% | +64.0% | -52.4% | -1.2% |
| YTD | +51.6% | +44.3% | +7.3% | +37.2% |
| 1Y | +36.2% | +10.9% | +25.3% | +31.6% |
| 3Y | +1.7% | +37.5% | -35.8% | -10.3% |
| All | +147.9% | -40.4% | +188.3% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling