+641.7%
AMZN vs USO
+87.0%
+554.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +2.8% | -1.9% | +4.7% | +3.0% |
| 30D | +5.0% | -5.2% | +10.1% | +5.2% |
| 3M | +0.6% | +16.4% | -15.9% | -1.1% |
| 6M | -1.3% | +2.5% | -3.8% | -2.2% |
| YTD | +15.5% | +110.5% | -95.0% | +4.5% |
| 1Y | +12.2% | +108.4% | -96.2% | +1.6% |
| 3Y | +87.0% | +99.6% | -12.6% | +68.9% |
| 5Y | +51.3% | +160.1% | -108.8% | +29.4% |
| All | +641.7% | +87.0% | +554.7% | +583.0% |
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