+650.2%
SBUX vs USO
-74.0%
+724.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -3.1% | +9.5% | -12.6% | -4.5% |
| 30D | -0.9% | +23.6% | -24.4% | -4.2% |
| 3M | +11.6% | +3.8% | +7.8% | +10.3% |
| 6M | +8.8% | +55.0% | -46.3% | -0.7% |
| YTD | +26.3% | +105.3% | -79.0% | +9.7% |
| 1Y | +23.1% | +91.4% | -68.2% | +8.0% |
| 3Y | +15.0% | +84.6% | -69.6% | +0.1% |
| 5Y | +0.4% | +191.7% | -191.4% | -21.9% |
| 10Y | +130.7% | +73.3% | +57.4% | +84.5% |
| All | +650.2% | -74.0% | +724.2% | +640.7% |
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