+626.3%
MCHP vs USO
-73.3%
+699.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -3.9% | -1.6% |
| 7D | +2.8% | +3.6% | -0.8% | +2.1% |
| 30D | -12.8% | +23.8% | -36.6% | -16.4% |
| 3M | -19.2% | +8.1% | -27.3% | -21.1% |
| 6M | +14.5% | +34.3% | -19.7% | +5.4% |
| YTD | +17.1% | +111.1% | -94.0% | -2.9% |
| 1Y | +15.3% | +99.9% | -84.6% | -3.5% |
| 3Y | +0.5% | +86.5% | -86.0% | -15.8% |
| 5Y | +6.1% | +200.5% | -194.4% | -22.7% |
| 10Y | +192.2% | +66.5% | +125.7% | +127.8% |
| All | +626.3% | -73.3% | +699.6% | +602.2% |
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