+67.5%
MA vs USO
+198.8%
-131.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.9% | -4.3% | -1.5% |
| 7D | -1.8% | +3.6% | -5.3% | -1.8% |
| 30D | +1.4% | +23.8% | -22.4% | +0.9% |
| 3M | +17.7% | +8.1% | +9.7% | +17.5% |
| 6M | +9.7% | +34.3% | -24.6% | +8.3% |
| YTD | +0.5% | +111.1% | -110.7% | -3.3% |
| 1Y | -2.1% | +99.9% | -102.0% | -5.5% |
| 3Y | +40.1% | +86.5% | -46.4% | +34.7% |
| 5Y | +67.5% | +200.5% | -133.0% | +39.8% |
| All | +67.5% | +198.8% | -131.2% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling