+1,178.3%
MCD vs USO
-74.0%
+1,252.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -2.8% | +9.5% | -12.3% | -3.5% |
| 30D | -6.0% | +23.6% | -29.6% | -7.6% |
| 3M | -5.6% | +3.8% | -9.4% | -6.2% |
| 6M | -21.9% | +55.0% | -76.9% | -25.5% |
| YTD | -14.7% | +105.3% | -120.0% | -20.8% |
| 1Y | -17.3% | +91.4% | -108.6% | -22.8% |
| 3Y | -2.2% | +84.6% | -86.7% | -9.3% |
| 5Y | +20.3% | +191.7% | -171.4% | +4.0% |
| 10Y | +180.7% | +73.3% | +107.4% | +146.7% |
| All | +1,178.3% | -74.0% | +1,252.3% | +1,118.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling