-6.7%
AXP vs USO
+102.2%
-108.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -8.1% | +10.2% | +0.8% |
| 7D | +4.6% | -12.7% | +17.3% | +2.4% |
| 30D | +9.7% | +1.0% | +8.7% | +10.0% |
| 3M | -3.8% | +25.6% | -29.4% | +0.6% |
| 6M | +4.8% | -1.5% | +6.3% | +6.5% |
| YTD | -9.1% | +110.3% | -119.3% | +1.7% |
| 1Y | -6.7% | +102.2% | -108.9% | +3.8% |
| All | -6.7% | +102.2% | -108.9% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling