+102.2%
USO vs ZYBT
-42.3%
+144.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.2% | -10.3% | -8.1% |
| 7D | -12.7% | -3.5% | -9.2% | -12.7% |
| 30D | +1.0% | +15.1% | -14.1% | +1.0% |
| 3M | +25.6% | +7.0% | +18.6% | +25.6% |
| 6M | -1.5% | +37.7% | -39.2% | -3.9% |
| YTD | +110.3% | +19.1% | +91.1% | +107.0% |
| 1Y | +102.2% | -38.3% | +140.4% | +89.9% |
| All | +102.2% | -42.3% | +144.5% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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