+430.6%
KLAC vs USO
+223.2%
+207.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.6% | -8.7% | -3.3% |
| 7D | +2.5% | +11.5% | -9.0% | +2.1% |
| 30D | -11.5% | +24.1% | -35.6% | -12.2% |
| 3M | -16.9% | +17.9% | -34.9% | -17.5% |
| 6M | +22.2% | +49.6% | -27.4% | +17.5% |
| YTD | +46.4% | +129.0% | -82.6% | +31.5% |
| 1Y | +91.0% | +112.0% | -21.0% | +73.4% |
| 3Y | +264.6% | +102.3% | +162.3% | +228.9% |
| 5Y | +430.6% | +224.5% | +206.0% | +274.5% |
| All | +430.6% | +223.2% | +207.4% | +274.5% |
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