-16.8%
MCD vs USO
+102.7%
-119.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -0.7% |
| 7D | -2.9% | +6.2% | -9.1% | -2.5% |
| 30D | -6.7% | +19.1% | -25.8% | -5.6% |
| 3M | -9.6% | +14.2% | -23.8% | -8.4% |
| 6M | -22.3% | +43.7% | -66.1% | -20.0% |
| YTD | -15.4% | +116.8% | -132.3% | -11.4% |
| 1Y | -16.8% | +104.3% | -121.2% | -13.7% |
| All | -16.8% | +102.7% | -119.5% | -13.7% |
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