+233.6%
GDX vs USO
+213.6%
+20.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | +0.9% |
| 7D | +1.9% | +6.2% | -4.4% | +1.5% |
| 30D | +9.9% | +19.1% | -9.2% | +8.6% |
| 3M | +28.2% | +14.2% | +14.0% | +26.8% |
| 6M | -2.9% | +43.7% | -46.6% | -9.2% |
| YTD | +16.0% | +116.8% | -100.9% | -0.8% |
| 1Y | +49.9% | +104.3% | -54.5% | +29.4% |
| 3Y | +263.6% | +91.5% | +172.0% | +212.3% |
| 5Y | +233.6% | +214.1% | +19.5% | +168.6% |
| All | +233.6% | +213.6% | +20.0% | +168.6% |
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