+112.2%
USO vs ZBRA
+14.4%
+97.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -1.8% |
| 7D | +9.1% | -3.4% | +12.5% | +8.3% |
| 30D | +21.7% | -7.4% | +29.1% | +19.8% |
| 3M | +20.2% | +57.5% | -37.3% | +33.6% |
| 6M | +43.4% | +64.0% | -20.6% | +62.0% |
| YTD | +124.0% | +44.3% | +79.7% | +151.1% |
| 1Y | +112.2% | +10.9% | +101.3% | +149.5% |
| All | +112.2% | +14.4% | +97.8% | +149.5% |
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