-11.3%
ABT vs USO
+213.6%
-224.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -1.4% |
| 7D | -5.9% | +9.1% | -15.0% | -5.6% |
| 30D | -8.1% | +21.7% | -29.8% | -7.4% |
| 3M | +14.5% | +20.2% | -5.7% | +15.5% |
| 6M | -6.3% | +43.4% | -49.6% | -4.9% |
| YTD | -17.1% | +124.0% | -141.1% | -15.4% |
| 1Y | -21.4% | +112.2% | -133.6% | -19.8% |
| 3Y | +5.9% | +97.7% | -91.7% | +7.9% |
| All | -11.3% | +213.6% | -224.8% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling