+1,582.8%
ASML vs USO
+79.0%
+1,503.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.8% |
| 7D | +2.5% | -2.7% | +5.3% | +2.8% |
| 30D | -12.2% | -6.3% | -5.9% | -11.7% |
| 3M | -14.6% | +10.9% | -25.5% | -16.0% |
| 6M | -1.7% | +2.0% | -3.8% | -2.9% |
| YTD | +44.3% | +104.6% | -60.3% | +24.6% |
| 1Y | +51.0% | +94.5% | -43.5% | +31.4% |
| 3Y | +137.6% | +97.1% | +40.5% | +103.6% |
| 5Y | +92.7% | +151.6% | -58.9% | +52.2% |
| 10Y | +1,582.8% | +81.0% | +1,501.8% | +1,384.7% |
| All | +1,582.8% | +79.0% | +1,503.8% | +1,384.7% |
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