+6,169.9%
MU vs USO
+73.9%
+6,096.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.1% | +2.3% |
| 7D | +7.5% | +6.2% | +1.2% | +6.4% |
| 30D | +19.4% | +19.1% | +0.3% | +15.9% |
| 3M | +9.8% | +14.2% | -4.4% | +6.7% |
| 6M | +164.1% | +43.7% | +120.4% | +141.0% |
| YTD | +260.3% | +116.8% | +143.5% | +198.0% |
| 1Y | +661.2% | +104.3% | +556.8% | +536.6% |
| 3Y | +1,380.8% | +91.5% | +1,289.3% | +1,144.7% |
| 5Y | +1,346.4% | +214.1% | +1,132.3% | +935.3% |
| 10Y | +6,169.9% | +77.0% | +6,092.9% | +5,253.2% |
| All | +6,169.9% | +73.9% | +6,096.0% | +5,253.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling