+214.1%
USO vs ZTS
-63.0%
+277.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.7% |
| 7D | +6.2% | -3.8% | +10.0% | +6.2% |
| 30D | +19.1% | -2.0% | +21.1% | +19.1% |
| 3M | +14.2% | -10.2% | +24.4% | +14.1% |
| 6M | +43.7% | -39.4% | +83.2% | +43.3% |
| YTD | +116.8% | -40.8% | +157.7% | +116.2% |
| 1Y | +104.3% | -50.1% | +154.5% | +105.2% |
| 3Y | +91.5% | -58.9% | +150.4% | +92.7% |
| 5Y | +214.1% | -62.4% | +276.4% | +214.0% |
| All | +214.1% | -63.0% | +277.1% | +214.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling