+197.1%
ABT vs USO
+86.2%
+110.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -1.3% |
| 7D | -5.9% | +9.1% | -15.0% | -6.2% |
| 30D | -8.1% | +21.7% | -29.8% | -8.8% |
| 3M | +14.5% | +20.2% | -5.7% | +13.6% |
| 6M | -6.3% | +43.4% | -49.6% | -8.1% |
| YTD | -17.1% | +124.0% | -141.1% | -20.9% |
| 1Y | -21.4% | +112.2% | -133.6% | -24.7% |
| 3Y | +5.9% | +97.7% | -91.7% | +1.1% |
| 5Y | -12.8% | +217.4% | -230.2% | -21.3% |
| All | +197.1% | +86.2% | +110.9% | +190.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling