+1.2%
OXY vs ZS
+0.7%
+0.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | +1.4% | -8.1% | +9.4% | +1.8% |
| 30D | +4.0% | -8.4% | +12.5% | +4.4% |
| 3M | +7.6% | +31.1% | -23.5% | +5.6% |
| 6M | +16.2% | +4.4% | +11.8% | +14.7% |
| YTD | +50.8% | -27.3% | +78.1% | +53.8% |
| 1Y | +34.7% | -41.4% | +76.1% | +40.6% |
| All | +1.2% | +0.7% | +0.5% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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