+1,327.4%
MO vs USO
-73.3%
+1,400.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -1.3% |
| 7D | -2.0% | +3.6% | -5.6% | -2.3% |
| 30D | -0.3% | +23.8% | -24.0% | -2.3% |
| 3M | -2.9% | +8.1% | -11.0% | -3.9% |
| 6M | +5.8% | +34.3% | -28.5% | +2.1% |
| YTD | +22.0% | +111.1% | -89.1% | +12.6% |
| 1Y | +10.7% | +99.9% | -89.3% | +2.6% |
| 3Y | +94.4% | +86.5% | +7.9% | +79.7% |
| 5Y | +97.2% | +200.5% | -103.4% | +71.2% |
| 10Y | +103.0% | +66.5% | +36.4% | +80.1% |
| All | +1,327.4% | -73.3% | +1,400.6% | +1,355.0% |
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