+1,118.6%
ABBV vs USO
-46.3%
+1,164.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.9% | -5.9% | -3.2% |
| 7D | -4.3% | +3.6% | -7.9% | -4.6% |
| 30D | +1.1% | +23.8% | -22.7% | -0.7% |
| 3M | +12.3% | +8.1% | +4.3% | +11.3% |
| 6M | +9.8% | +34.3% | -24.5% | +6.1% |
| YTD | +11.5% | +111.1% | -99.7% | +2.8% |
| 1Y | +22.3% | +99.9% | -77.7% | +13.2% |
| 3Y | +85.2% | +86.5% | -1.3% | +71.1% |
| 5Y | +170.8% | +200.5% | -29.7% | +132.1% |
| 10Y | +485.4% | +66.5% | +418.9% | +419.5% |
| All | +1,118.6% | -46.3% | +1,164.9% | +1,077.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 all: compounded portfolio wealth divided by compounded USO 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…
all analysis · Full analysis span regression · 6 months rolling