+91.4%
USO vs ZBRA
+18.2%
+73.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | +0.2% |
| 7D | +9.5% | +1.8% | +7.7% | +9.9% |
| 30D | +23.6% | -1.7% | +25.3% | +23.2% |
| 3M | +3.8% | +47.8% | -44.0% | +15.1% |
| 6M | +55.0% | +56.7% | -1.7% | +76.3% |
| YTD | +105.3% | +49.4% | +55.9% | +132.4% |
| 1Y | +91.4% | +16.5% | +74.8% | +121.8% |
| All | +91.4% | +18.2% | +73.2% | +121.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling