+365.7%
ALAB vs USO
+89.2%
+276.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.9% | -9.8% | -7.3% |
| 7D | +3.2% | +3.6% | -0.4% | +2.7% |
| 30D | -13.6% | +23.8% | -37.3% | -16.1% |
| 3M | -16.6% | +8.1% | -24.6% | -17.1% |
| 6M | +142.3% | +34.3% | +108.1% | +114.4% |
| YTD | +73.6% | +111.1% | -37.5% | +18.9% |
| 1Y | +33.7% | +99.9% | -66.3% | -5.5% |
| All | +365.7% | +89.2% | +276.5% | +246.2% |
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 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