-2.2%
MA vs USO
+102.7%
-104.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -0.4% |
| 7D | -3.5% | +6.2% | -9.8% | -3.1% |
| 30D | +0.8% | +19.1% | -18.3% | +2.1% |
| 3M | +14.8% | +14.2% | +0.6% | +16.2% |
| 6M | +10.0% | +43.7% | -33.8% | +14.5% |
| YTD | -0.1% | +116.8% | -116.9% | +8.8% |
| 1Y | -2.2% | +104.3% | -106.6% | +5.4% |
| All | -2.2% | +102.7% | -104.9% | +5.4% |
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