+8,552.4%
SHOP vs USO
-8.3%
+8,560.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -1.2% | -1.9% | +0.7% | -1.1% |
| 30D | -14.7% | -5.2% | -9.5% | -14.5% |
| 3M | -7.2% | +16.4% | -23.7% | -9.4% |
| 6M | +54.2% | +2.5% | +51.7% | +51.9% |
| YTD | -8.6% | +110.5% | -119.1% | -21.1% |
| 1Y | +0.5% | +108.4% | -107.9% | -13.1% |
| 3Y | +135.9% | +99.6% | +36.3% | +102.8% |
| 5Y | -11.9% | +160.1% | -172.0% | -30.8% |
| 10Y | +3,608.8% | +86.3% | +3,522.5% | +2,928.7% |
| All | +8,552.4% | -8.3% | +8,560.6% | +13,586.7% |
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