+45.5%
AMZN vs USO
+206.1%
-160.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.7% | -4.5% | -1.8% |
| 7D | -1.0% | +6.2% | -7.3% | -1.2% |
| 30D | -9.2% | +19.1% | -28.3% | -9.7% |
| 3M | +3.4% | +14.2% | -10.9% | +2.9% |
| 6M | +18.2% | +43.7% | -25.5% | +15.0% |
| YTD | +9.3% | +116.8% | -107.5% | +2.0% |
| 1Y | +5.9% | +104.3% | -98.4% | -0.7% |
| 3Y | +82.6% | +91.5% | -8.9% | +70.6% |
| All | +45.5% | +206.1% | -160.6% | +20.3% |
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