+6,892.0%
MU vs USO
-74.0%
+6,966.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | +9.5% | -0.5% | +6.1% |
| 30D | +13.8% | +23.6% | -9.8% | +6.8% |
| 3M | +2.1% | +3.8% | -1.7% | -0.2% |
| 6M | +153.8% | +55.0% | +98.8% | +111.0% |
| YTD | +256.4% | +105.3% | +151.1% | +168.8% |
| 1Y | +719.8% | +91.4% | +628.4% | +530.5% |
| 3Y | +1,360.4% | +84.6% | +1,275.8% | +1,019.7% |
| 5Y | +1,312.4% | +191.7% | +1,120.7% | +764.8% |
| 10Y | +6,142.6% | +73.3% | +6,069.3% | +4,027.1% |
| All | +6,892.0% | -74.0% | +6,966.0% | +7,627.8% |
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