+199.0%
AMD vs USO
+162.3%
+36.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.1% | +10.9% | +11.0% |
| 7D | -11.0% | -12.1% | +1.0% | -10.9% |
| 30D | -30.5% | +3.1% | -33.6% | -30.5% |
| 3M | -8.2% | +24.9% | -33.1% | -8.8% |
| 6M | +6.6% | +10.8% | -4.2% | +6.2% |
| YTD | +109.7% | +114.6% | -4.9% | +88.9% |
| 1Y | +88.9% | +109.4% | -20.5% | +70.6% |
| 3Y | +301.8% | +98.1% | +203.7% | +262.3% |
| All | +199.0% | +162.3% | +36.7% | +137.4% |
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