+75.5%
ASML vs USO
+162.3%
-86.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.1% | +4.9% | +5.0% |
| 7D | -9.0% | -12.1% | +3.1% | -9.1% |
| 30D | -21.0% | +3.1% | -24.1% | -20.9% |
| 3M | -16.3% | +24.9% | -41.1% | -16.4% |
| 6M | -7.5% | +10.8% | -18.3% | -7.7% |
| YTD | +34.0% | +114.6% | -80.6% | +24.0% |
| 1Y | +39.3% | +109.4% | -70.1% | +29.2% |
| 3Y | +128.9% | +98.1% | +30.7% | +111.0% |
| All | +75.5% | +162.3% | -86.8% | +45.2% |
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