-2.8%
MCHP vs USO
+100.7%
-103.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.6% | -7.6% | -2.1% |
| 7D | -2.1% | +11.5% | -13.6% | -2.4% |
| 30D | -11.1% | +24.1% | -35.2% | -11.6% |
| 3M | -18.1% | +17.9% | -36.0% | -18.2% |
| 6M | +10.8% | +49.6% | -38.8% | +6.1% |
| YTD | +14.2% | +129.0% | -114.8% | -1.2% |
| 1Y | +13.5% | +112.0% | -98.5% | +0.1% |
| All | -2.8% | +100.7% | -103.5% | -18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling