+32.7%
KO vs USO
+92.2%
-59.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -1.8% | +9.5% | -11.2% | -1.5% |
| 30D | +1.4% | +23.6% | -22.1% | +2.1% |
| 3M | +15.4% | +3.8% | +11.6% | +15.7% |
| 6M | +14.3% | +55.0% | -40.8% | +15.7% |
| YTD | +27.7% | +105.3% | -77.6% | +28.0% |
| 1Y | +32.7% | +91.4% | -58.7% | +32.5% |
| All | +32.7% | +92.2% | -59.5% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling