+5,480.9%
MU vs USO
-74.1%
+5,555.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | +2.0% | -2.7% | +4.7% | +2.6% |
| 30D | -18.0% | -6.3% | -11.6% | -16.7% |
| 3M | -6.6% | +10.9% | -17.4% | -10.2% |
| 6M | +2.0% | +2.0% | 0.0% | -1.1% |
| YTD | +184.5% | +104.6% | +79.9% | +112.9% |
| 1Y | +236.9% | +94.5% | +142.3% | +156.1% |
| 3Y | +987.0% | +97.1% | +889.9% | +712.0% |
| 5Y | +1,014.6% | +151.6% | +863.0% | +614.4% |
| 10Y | +4,609.2% | +81.0% | +4,528.2% | +2,944.9% |
| All | +5,480.9% | -74.1% | +5,555.0% | +6,020.3% |
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