+1,532.7%
OXY vs ZBRA
+8,767.1%
-7,234.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.5% |
| 7D | +0.6% | -1.8% | +2.4% | +1.0% |
| 30D | +4.5% | -8.8% | +13.3% | +6.3% |
| 3M | +8.9% | +47.2% | -38.3% | -0.7% |
| 6M | +12.5% | +61.3% | -48.8% | 0.0% |
| YTD | +50.5% | +42.0% | +8.5% | +36.5% |
| 1Y | +38.6% | +10.5% | +28.1% | +31.9% |
| 3Y | -1.2% | +34.5% | -35.7% | -11.5% |
| 5Y | +161.6% | -40.3% | +201.9% | +168.8% |
| 10Y | +5.3% | +421.5% | -416.2% | -25.8% |
| All | +1,532.7% | +8,767.1% | -7,234.4% | +784.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling