+99.6%
STM vs USO
+92.2%
+7.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.8% |
| 7D | +5.8% | +9.5% | -3.7% | +8.2% |
| 30D | -1.0% | +23.6% | -24.6% | +4.6% |
| 3M | -33.3% | +3.8% | -37.1% | -32.4% |
| 6M | +57.4% | +55.0% | +2.3% | +80.7% |
| YTD | +102.2% | +105.3% | -3.1% | +147.1% |
| 1Y | +99.6% | +91.4% | +8.2% | +147.5% |
| All | +99.6% | +92.2% | +7.4% | +147.5% |
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