-2.8%
BSX vs USO
+213.6%
-216.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.3% |
| 7D | -10.1% | +9.1% | -19.2% | -10.1% |
| 30D | -16.4% | +21.7% | -38.1% | -16.5% |
| 3M | -8.9% | +20.2% | -29.1% | -9.1% |
| 6M | -38.3% | +43.4% | -81.6% | -38.6% |
| YTD | -54.9% | +124.0% | -178.9% | -55.9% |
| 1Y | -58.8% | +112.2% | -171.0% | -59.6% |
| 3Y | -21.2% | +97.7% | -118.9% | -23.0% |
| All | -2.8% | +213.6% | -216.3% | -18.4% |
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