-6.4%
SBUX vs USO
+223.2%
-229.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.6% | -6.4% | -1.1% |
| 7D | -6.2% | +11.5% | -17.7% | -6.7% |
| 30D | -6.4% | +24.1% | -30.6% | -7.4% |
| 3M | +1.0% | +17.9% | -16.9% | +0.2% |
| 6M | -0.4% | +49.6% | -50.0% | -3.4% |
| YTD | +20.0% | +129.0% | -109.0% | +11.5% |
| 1Y | +22.8% | +112.0% | -89.2% | +14.8% |
| 3Y | +12.3% | +102.3% | -90.0% | +4.4% |
| 5Y | -6.4% | +224.5% | -230.9% | -21.3% |
| All | -6.4% | +223.2% | -229.6% | -21.3% |
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 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