+91.4%
USO vs ZTS
-59.0%
+150.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.7% |
| 7D | +6.2% | -3.8% | +10.0% | +5.9% |
| 30D | +19.1% | -2.0% | +21.1% | +18.9% |
| 3M | +14.2% | -10.2% | +24.4% | +13.2% |
| 6M | +43.7% | -39.4% | +83.2% | +38.2% |
| YTD | +116.8% | -40.8% | +157.7% | +108.3% |
| 1Y | +104.3% | -50.1% | +154.5% | +95.5% |
| All | +91.4% | -59.0% | +150.3% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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