+8,534.1%
SHOP vs USO
-8.0%
+8,542.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.3% | -4.9% | -2.0% |
| 7D | +2.1% | -1.4% | +3.6% | +2.2% |
| 30D | -16.8% | -4.6% | -12.3% | -16.6% |
| 3M | -2.4% | +14.7% | -17.2% | -4.5% |
| 6M | +47.0% | +1.2% | +45.8% | +45.1% |
| YTD | -8.8% | +111.2% | -120.0% | -21.3% |
| 1Y | -6.3% | +109.3% | -115.6% | -19.0% |
| 3Y | +139.3% | +103.5% | +35.8% | +105.0% |
| 5Y | -12.1% | +160.9% | -173.0% | -31.0% |
| 10Y | +3,601.0% | +86.9% | +3,514.1% | +2,921.3% |
| All | +8,534.1% | -8.0% | +8,542.1% | +13,553.2% |
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