+112.2%
USO vs ZM
+13.6%
+98.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +9.1% | -5.7% | +14.8% | +8.9% |
| 30D | +21.7% | -9.1% | +30.8% | +21.3% |
| 3M | +20.2% | +3.5% | +16.7% | +20.9% |
| 6M | +43.4% | +25.7% | +17.7% | +46.4% |
| YTD | +124.0% | +10.8% | +113.2% | +127.4% |
| 1Y | +112.2% | +12.8% | +99.4% | +117.2% |
| All | +112.2% | +13.6% | +98.6% | +117.2% |
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