+1,315.3%
AMAT vs USO
+75.9%
+1,239.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -3.9% | +15.2% | +11.9% |
| 7D | -1.1% | -9.1% | +8.0% | +0.1% |
| 30D | -26.9% | -3.7% | -23.2% | -26.7% |
| 3M | -31.2% | +20.9% | -52.1% | -33.6% |
| 6M | -14.7% | +6.8% | -21.5% | -16.7% |
| YTD | +44.7% | +106.3% | -61.6% | +21.3% |
| 1Y | +62.0% | +100.2% | -38.2% | +36.4% |
| 3Y | +165.0% | +103.1% | +61.9% | +119.5% |
| 5Y | +147.1% | +146.1% | +1.0% | +88.4% |
| 10Y | +1,315.3% | +73.5% | +1,241.8% | +1,064.7% |
| All | +1,315.3% | +75.9% | +1,239.4% | +1,064.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling