+703.5%
AVGO vs USO
+206.1%
+497.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.8% | -1.3% |
| 7D | -0.8% | +6.2% | -7.0% | -1.2% |
| 30D | -13.7% | +19.1% | -32.8% | -14.8% |
| 3M | -6.9% | +14.2% | -21.2% | -8.0% |
| 6M | +5.8% | +43.7% | -38.0% | +0.5% |
| YTD | +5.7% | +116.8% | -111.2% | -6.2% |
| 1Y | +9.0% | +104.3% | -95.3% | -2.4% |
| 3Y | +340.5% | +91.5% | +249.0% | +292.4% |
| All | +703.5% | +206.1% | +497.4% | +516.5% |
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