+91.4%
USO vs ZM
+21.7%
+69.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.3% | 0.0% |
| 7D | +9.5% | +2.9% | +6.5% | +9.6% |
| 30D | +23.6% | +0.7% | +22.9% | +23.7% |
| 3M | +3.8% | -3.7% | +7.5% | +4.8% |
| 6M | +55.0% | +29.9% | +25.2% | +58.8% |
| YTD | +105.3% | +17.4% | +87.8% | +109.1% |
| 1Y | +91.4% | +22.4% | +69.0% | +96.9% |
| All | +91.4% | +21.7% | +69.7% | +96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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