-3.5%
MCD vs USO
+99.3%
-102.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | +1.4% |
| 7D | +5.9% | -9.1% | +15.0% | +5.1% |
| 30D | +19.6% | -3.7% | +23.4% | +19.1% |
| 3M | +3.3% | +20.9% | -17.7% | +4.5% |
| 6M | +3.5% | +6.8% | -3.3% | +4.4% |
| YTD | -6.1% | +106.3% | -112.4% | -4.2% |
| All | -3.5% | +99.3% | -102.8% | -1.5% |
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