+1,319.3%
MU vs USO
+198.8%
+1,120.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.5% | -1.7% |
| 7D | +7.2% | +3.6% | +3.6% | +7.0% |
| 30D | +14.0% | +23.8% | -9.8% | +12.7% |
| 3M | +5.4% | +8.1% | -2.7% | +4.8% |
| 6M | +170.3% | +34.3% | +136.0% | +159.9% |
| YTD | +250.7% | +111.1% | +139.5% | +213.1% |
| 1Y | +662.1% | +99.9% | +562.2% | +585.6% |
| 3Y | +1,341.2% | +86.5% | +1,254.7% | +1,196.1% |
| 5Y | +1,319.3% | +200.5% | +1,118.8% | +968.0% |
| All | +1,319.3% | +198.8% | +1,120.6% | +968.0% |
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