+7,519.8%
KLAC vs USO
-73.3%
+7,593.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.0% | +1.3% |
| 7D | +10.6% | +3.6% | +7.0% | +9.9% |
| 30D | -4.5% | +23.8% | -28.3% | -8.2% |
| 3M | -10.3% | +8.1% | -18.3% | -12.2% |
| 6M | +40.9% | +34.3% | +6.6% | +29.9% |
| YTD | +56.1% | +111.1% | -55.0% | +30.2% |
| 1Y | +109.0% | +99.9% | +9.1% | +75.9% |
| 3Y | +288.8% | +86.5% | +202.3% | +227.5% |
| 5Y | +489.1% | +200.5% | +288.6% | +333.8% |
| 10Y | +3,041.8% | +66.5% | +2,975.2% | +2,345.2% |
| All | +7,519.8% | -73.3% | +7,593.0% | +7,580.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling