-59.6%
MSTR vs USO
+102.7%
-162.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.7% | -5.5% | -2.3% |
| 7D | +7.7% | +6.2% | +1.5% | +9.1% |
| 30D | +36.3% | +19.1% | +17.2% | +41.3% |
| 3M | +13.4% | +14.2% | -0.8% | +16.8% |
| 6M | -4.5% | +43.7% | -48.2% | -2.3% |
| YTD | -12.7% | +116.8% | -129.5% | -22.3% |
| 1Y | -59.6% | +104.3% | -164.0% | -63.7% |
| All | -59.6% | +102.7% | -162.3% | -63.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling