+115.3%
ADI vs USO
+90.0%
+25.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.5% |
| 7D | +2.6% | +6.2% | -3.6% | +2.7% |
| 30D | -4.6% | +19.1% | -23.7% | -4.5% |
| 3M | -9.5% | +14.2% | -23.7% | -9.3% |
| 6M | +14.8% | +43.7% | -28.9% | +13.1% |
| YTD | +35.8% | +116.8% | -81.0% | +26.6% |
| 1Y | +48.9% | +104.3% | -55.4% | +39.9% |
| All | +115.3% | +90.0% | +25.3% | +95.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling