+129.9%
MRK vs USO
+213.6%
-83.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.6% |
| 7D | -4.3% | +9.1% | -13.4% | -4.1% |
| 30D | +8.3% | +21.7% | -13.4% | +8.6% |
| 3M | +20.0% | +20.2% | -0.2% | +20.3% |
| 6M | +25.7% | +43.4% | -17.7% | +25.8% |
| YTD | +38.7% | +124.0% | -85.2% | +37.9% |
| 1Y | +74.7% | +112.2% | -37.5% | +73.8% |
| 3Y | +45.4% | +97.7% | -52.3% | +44.4% |
| All | +129.9% | +213.6% | -83.7% | +110.8% |
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