+112.4%
MS vs USO
+162.3%
-49.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.6% |
| 7D | -1.6% | -12.1% | +10.5% | -1.2% |
| 30D | -3.8% | +3.1% | -6.9% | -4.0% |
| 3M | -14.6% | +24.9% | -39.4% | -15.6% |
| 6M | -5.1% | +10.8% | -15.9% | -5.9% |
| YTD | +4.5% | +114.6% | -110.1% | -5.4% |
| 1Y | +13.5% | +109.4% | -95.8% | +3.1% |
| 3Y | +160.4% | +98.1% | +62.3% | +135.2% |
| All | +112.4% | +162.3% | -49.9% | +71.5% |
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 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