+1,587.3%
ADI vs USO
-73.3%
+1,660.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.4% | -2.7% |
| 7D | +9.5% | -1.9% | +11.4% | +9.7% |
| 30D | -1.4% | -5.2% | +3.8% | -0.7% |
| 3M | +4.7% | +16.4% | -11.7% | +1.2% |
| 6M | -7.4% | +2.5% | -9.9% | -9.1% |
| YTD | +48.1% | +110.5% | -62.4% | +23.4% |
| 1Y | +69.6% | +108.4% | -38.8% | +41.5% |
| 3Y | +144.4% | +99.6% | +44.7% | +102.5% |
| 5Y | +134.1% | +160.1% | -25.9% | +76.2% |
| 10Y | +632.8% | +86.3% | +546.5% | +451.7% |
| All | +1,587.3% | -73.3% | +1,660.6% | +1,515.2% |
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