+818.4%
MRK vs USO
-73.3%
+891.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.1% | -1.5% |
| 7D | -0.9% | +3.6% | -4.5% | -1.3% |
| 30D | +15.5% | +23.8% | -8.3% | +12.9% |
| 3M | +25.1% | +8.1% | +17.1% | +23.7% |
| 6M | +30.1% | +34.3% | -4.2% | +24.7% |
| YTD | +43.1% | +111.1% | -68.0% | +30.1% |
| 1Y | +82.5% | +99.9% | -17.5% | +66.7% |
| 3Y | +49.3% | +86.5% | -37.2% | +35.9% |
| 5Y | +130.3% | +200.5% | -70.3% | +92.9% |
| 10Y | +234.3% | +66.5% | +167.8% | +188.9% |
| All | +818.4% | -73.3% | +891.7% | +928.5% |
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