+108.6%
ASML vs USO
+196.2%
-87.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.2% |
| 7D | +1.1% | +9.5% | -8.3% | +1.1% |
| 30D | +2.2% | +23.6% | -21.4% | +2.1% |
| 3M | -2.3% | +3.8% | -6.1% | -2.3% |
| 6M | +23.0% | +55.0% | -32.1% | +18.1% |
| YTD | +61.1% | +105.3% | -44.2% | +49.3% |
| 1Y | +129.1% | +91.4% | +37.7% | +114.0% |
| 3Y | +165.4% | +84.6% | +80.8% | +145.2% |
| All | +108.6% | +196.2% | -87.6% | +60.3% |
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