+213.1%
USO vs ZBRA
-40.4%
+253.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -2.2% |
| 7D | +9.1% | -3.4% | +12.5% | +9.2% |
| 30D | +21.7% | -7.4% | +29.1% | +21.9% |
| 3M | +20.2% | +57.5% | -37.3% | +17.5% |
| 6M | +43.4% | +64.0% | -20.6% | +39.2% |
| YTD | +124.0% | +44.3% | +79.7% | +119.3% |
| 1Y | +112.2% | +10.9% | +101.3% | +113.9% |
| 3Y | +97.7% | +37.5% | +60.1% | +90.3% |
| All | +213.1% | -40.4% | +253.4% | +257.5% |
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 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