+69.8%
XOP vs ZS
+498.3%
-428.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +2.6% | -3.1% | +5.7% | +3.0% |
| 30D | +9.6% | -7.2% | +16.8% | +10.3% |
| 3M | +20.4% | +30.5% | -10.1% | +16.2% |
| 6M | +19.9% | +7.0% | +12.9% | +16.8% |
| YTD | +56.4% | -26.8% | +83.2% | +58.8% |
| 1Y | +52.4% | -42.6% | +95.0% | +59.1% |
| 3Y | +39.9% | -0.3% | +40.2% | +34.1% |
| 5Y | +163.7% | -39.2% | +202.9% | +154.8% |
| All | +69.8% | +498.3% | -428.5% | +8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling