+735.0%
ABT vs USO
-73.3%
+808.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.9% | -5.5% | -2.8% |
| 7D | -3.1% | +3.6% | -6.7% | -3.3% |
| 30D | -2.1% | +23.8% | -25.9% | -3.5% |
| 3M | +17.4% | +8.1% | +9.4% | +16.6% |
| 6M | -2.4% | +34.3% | -36.6% | -4.9% |
| YTD | -14.2% | +111.1% | -125.4% | -19.3% |
| 1Y | -18.3% | +99.9% | -118.3% | -22.9% |
| 3Y | +11.5% | +86.5% | -75.0% | +4.9% |
| 5Y | -9.9% | +200.5% | -210.4% | -19.9% |
| 10Y | +204.4% | +66.5% | +137.8% | +177.7% |
| All | +735.0% | -73.3% | +808.3% | +680.8% |
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 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