+96.5%
STM vs USO
+102.2%
-5.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -8.1% | +2.0% | -8.1% |
| 7D | -6.0% | -12.7% | +6.7% | -9.3% |
| 30D | -20.9% | +1.0% | -21.9% | -20.4% |
| 3M | -15.8% | +25.6% | -41.3% | -9.9% |
| 6M | -17.0% | -1.5% | -15.6% | -16.6% |
| YTD | +76.8% | +110.3% | -33.5% | +120.7% |
| 1Y | +96.5% | +102.2% | -5.7% | +144.2% |
| All | +96.5% | +102.2% | -5.7% | +144.2% |
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 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