+62.8%
META vs USO
+196.2%
-133.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +6.7% | +9.5% | -2.7% | +6.9% |
| 30D | +4.8% | +23.6% | -18.8% | +5.2% |
| 3M | -1.6% | +3.8% | -5.4% | -1.2% |
| 6M | -7.5% | +55.0% | -62.5% | -8.9% |
| YTD | -6.4% | +105.3% | -111.7% | -9.5% |
| 1Y | -17.3% | +91.4% | -108.7% | -19.7% |
| 3Y | +109.9% | +84.6% | +25.4% | +102.5% |
| All | +62.8% | +196.2% | -133.4% | +38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling