+8,813.1%
ASML vs USO
-74.0%
+8,887.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.2% |
| 7D | +1.1% | +9.5% | -8.3% | -0.8% |
| 30D | +2.2% | +23.6% | -21.4% | -2.4% |
| 3M | -2.3% | +3.8% | -6.1% | -3.7% |
| 6M | +23.0% | +55.0% | -32.1% | +7.1% |
| YTD | +61.1% | +105.3% | -44.2% | +30.6% |
| 1Y | +129.1% | +91.4% | +37.7% | +88.3% |
| 3Y | +165.4% | +84.6% | +80.8% | +115.6% |
| 5Y | +109.5% | +191.7% | -82.3% | +44.8% |
| 10Y | +1,645.7% | +73.3% | +1,572.4% | +1,175.2% |
| All | +8,813.1% | -74.0% | +8,887.1% | +9,845.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling