-11.2%
SHOP vs USO
+111.6%
-122.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +1.2% |
| 7D | -11.2% | +9.1% | -20.3% | -9.1% |
| 30D | -14.4% | +21.7% | -36.1% | -9.7% |
| 3M | +16.6% | +20.2% | -3.7% | +23.9% |
| 6M | -0.6% | +43.4% | -43.9% | +7.6% |
| YTD | -20.0% | +124.0% | -144.0% | -18.5% |
| 1Y | -11.2% | +112.2% | -123.4% | -9.0% |
| All | -11.2% | +111.6% | -122.8% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling