+10.9%
SBUX vs USO
+102.7%
-91.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.2% |
| 7D | +1.6% | -1.9% | +3.5% | +1.6% |
| 30D | +14.8% | -5.2% | +20.0% | +14.8% |
| 3M | -0.8% | +16.4% | -17.2% | -1.4% |
| 6M | +2.2% | +2.5% | -0.3% | +2.2% |
| YTD | +29.5% | +110.5% | -81.0% | +19.2% |
| 1Y | +27.0% | +108.4% | -81.4% | +17.1% |
| 3Y | +10.9% | +99.6% | -88.7% | +0.6% |
| All | +10.9% | +102.7% | -91.8% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling