+31,416.6%
AVGO vs USO
-53.4%
+31,470.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.0% | +9.5% | -12.4% | -4.7% |
| 30D | -14.4% | +23.6% | -38.0% | -18.0% |
| 3M | -14.4% | +3.8% | -18.2% | -15.7% |
| 6M | +13.1% | +55.0% | -41.9% | -0.1% |
| YTD | +3.8% | +105.3% | -101.5% | -14.3% |
| 1Y | +17.8% | +91.4% | -73.6% | -1.3% |
| 3Y | +325.3% | +84.6% | +240.7% | +253.9% |
| 5Y | +689.9% | +191.7% | +498.2% | +466.9% |
| 10Y | +2,597.0% | +73.3% | +2,523.7% | +1,937.9% |
| All | +31,416.6% | -53.4% | +31,470.0% | +33,068.2% |
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 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