+513.2%
MA vs USO
+73.9%
+439.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -0.9% |
| 7D | -3.5% | +6.2% | -9.8% | -4.3% |
| 30D | +0.8% | +19.1% | -18.3% | -1.6% |
| 3M | +14.8% | +14.2% | +0.6% | +12.2% |
| 6M | +10.0% | +43.7% | -33.8% | +3.0% |
| YTD | -0.1% | +116.8% | -116.9% | -12.6% |
| 1Y | -2.2% | +104.3% | -106.6% | -13.8% |
| 3Y | +39.3% | +91.5% | -52.3% | +22.0% |
| 5Y | +66.3% | +214.1% | -147.7% | +27.2% |
| 10Y | +513.2% | +77.0% | +436.2% | +411.3% |
| All | +513.2% | +73.9% | +439.3% | +411.3% |
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