+2,108.4%
STX vs USO
+79.0%
+2,029.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | 0.0% | +10.0% | +10.0% |
| 7D | -1.0% | -2.7% | +1.8% | -0.8% |
| 30D | -26.8% | -6.3% | -20.4% | -26.3% |
| 3M | -32.7% | +10.9% | -43.6% | -33.7% |
| 6M | -33.7% | +2.0% | -35.8% | -34.4% |
| YTD | +101.0% | +104.6% | -3.6% | +78.8% |
| 1Y | +92.7% | +94.5% | -1.8% | +72.5% |
| 3Y | +708.7% | +97.1% | +611.6% | +615.0% |
| 5Y | +504.0% | +151.6% | +352.4% | +401.0% |
| 10Y | +2,108.4% | +81.0% | +2,027.4% | +1,933.9% |
| All | +2,108.4% | +79.0% | +2,029.4% | +1,933.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling