+46.1%
MRK vs USO
+100.7%
-54.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.6% | -7.5% | -1.6% |
| 7D | -5.0% | +11.5% | -16.5% | -4.5% |
| 30D | +11.0% | +24.1% | -13.2% | +12.1% |
| 3M | +22.4% | +17.9% | +4.5% | +23.3% |
| 6M | +25.4% | +49.6% | -24.2% | +27.6% |
| YTD | +39.5% | +129.0% | -89.5% | +42.6% |
| 1Y | +78.0% | +112.0% | -34.0% | +81.7% |
| All | +46.1% | +100.7% | -54.5% | +47.1% |
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