+20.7%
BMY vs USO
+100.7%
-79.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.6% | -6.6% | -0.6% |
| 7D | -6.4% | +11.5% | -17.8% | -5.6% |
| 30D | +0.2% | +24.1% | -23.9% | +1.9% |
| 3M | +16.0% | +17.9% | -2.0% | +17.3% |
| 6M | +8.3% | +49.6% | -41.3% | +12.0% |
| YTD | +22.2% | +129.0% | -106.8% | +30.0% |
| 1Y | +41.7% | +112.0% | -70.3% | +50.2% |
| All | +20.7% | +100.7% | -79.9% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling