+2,488.1%
AMAT vs USO
-72.8%
+2,560.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.2% |
| 7D | -14.7% | -12.1% | -2.6% | -12.5% |
| 30D | -36.1% | +3.1% | -39.2% | -36.7% |
| 3M | -36.9% | +24.9% | -61.7% | -40.2% |
| 6M | -22.2% | +10.8% | -33.0% | -25.3% |
| YTD | +29.9% | +114.6% | -84.7% | +3.5% |
| 1Y | +43.3% | +109.4% | -66.1% | +14.7% |
| 3Y | +142.7% | +98.1% | +44.5% | +93.7% |
| 5Y | +126.2% | +162.4% | -36.2% | +61.2% |
| 10Y | +1,211.7% | +85.9% | +1,125.9% | +844.0% |
| All | +2,488.1% | -72.8% | +2,560.9% | +2,431.5% |
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