+99.6%
USO vs ZS
+9.6%
+90.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -1.9% | -2.6% | +0.7% | -1.8% |
| 30D | -5.2% | -12.8% | +7.6% | -4.5% |
| 3M | +16.4% | +2.3% | +14.2% | +16.1% |
| 6M | +2.5% | +26.3% | -23.8% | +0.7% |
| YTD | +110.5% | -14.4% | +124.9% | +112.1% |
| 1Y | +108.4% | -37.6% | +146.0% | +116.3% |
| 3Y | +99.6% | +8.0% | +91.6% | +77.3% |
| All | +99.6% | +9.6% | +90.1% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 3y: compounded portfolio wealth divided by compounded ZS 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…
3y analysis · Full analysis span regression · 6 months rolling