+3,549.0%
LRCX vs USO
+86.2%
+3,462.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.3% |
| 7D | -3.1% | +9.1% | -12.2% | -4.2% |
| 30D | -8.6% | +21.7% | -30.2% | -10.9% |
| 3M | -17.7% | +20.2% | -37.9% | -20.0% |
| 6M | +36.4% | +43.4% | -7.0% | +26.0% |
| YTD | +74.5% | +124.0% | -49.4% | +46.7% |
| 1Y | +159.4% | +112.2% | +47.3% | +119.9% |
| 3Y | +361.6% | +97.7% | +263.9% | +291.1% |
| 5Y | +425.2% | +217.4% | +207.8% | +288.2% |
| All | +3,549.0% | +86.2% | +3,462.9% | +2,919.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling