+1,439.9%
ADI vs USO
-73.3%
+1,513.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.9% | -2.6% | -0.2% |
| 7D | +2.4% | +3.6% | -1.1% | +1.8% |
| 30D | -6.6% | +23.8% | -30.3% | -10.2% |
| 3M | -9.8% | +8.1% | -17.9% | -11.7% |
| 6M | +15.7% | +34.3% | -18.6% | +6.9% |
| YTD | +35.1% | +111.1% | -76.0% | +13.2% |
| 1Y | +47.7% | +99.9% | -52.2% | +24.8% |
| 3Y | +114.5% | +86.5% | +28.0% | +80.8% |
| 5Y | +141.2% | +200.5% | -59.3% | +76.5% |
| 10Y | +611.3% | +66.5% | +544.8% | +451.5% |
| All | +1,439.9% | -73.3% | +1,513.1% | +1,381.6% |
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