+46.0%
ASML vs USO
+97.6%
-51.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.5% | -0.6% |
| 7D | -2.9% | -10.6% | +7.7% | -5.5% |
| 30D | -15.2% | -4.6% | -10.6% | -15.8% |
| 3M | -12.9% | +12.3% | -25.2% | -9.0% |
| 6M | -5.0% | +5.9% | -10.9% | -2.9% |
| YTD | +41.8% | +104.5% | -62.7% | +78.3% |
| 1Y | +46.0% | +97.3% | -51.3% | +83.8% |
| All | +46.0% | +97.6% | -51.5% | +83.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling