+123.9%
SBUX vs USO
+86.2%
+37.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.3% |
| 7D | -5.5% | +9.1% | -14.6% | -6.4% |
| 30D | -8.5% | +21.7% | -30.1% | -10.4% |
| 3M | -2.9% | +20.2% | -23.1% | -5.2% |
| 6M | -1.5% | +43.4% | -44.9% | -6.7% |
| YTD | +19.4% | +124.0% | -104.6% | +6.3% |
| 1Y | +22.9% | +112.2% | -89.2% | +10.0% |
| 3Y | +11.3% | +97.7% | -86.4% | -0.5% |
| 5Y | -6.9% | +217.4% | -224.3% | -24.3% |
| All | +123.9% | +86.2% | +37.7% | +87.5% |
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