+366.2%
STX vs USO
+102.7%
+263.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.7% | -4.7% | -1.7% |
| 7D | +9.6% | +6.2% | +3.3% | +10.3% |
| 30D | +10.6% | +19.1% | -8.5% | +12.8% |
| 3M | +4.8% | +14.2% | -9.4% | +5.7% |
| 6M | +137.3% | +43.7% | +93.5% | +162.5% |
| YTD | +222.5% | +116.8% | +105.6% | +297.3% |
| 1Y | +366.2% | +104.3% | +261.9% | +471.5% |
| All | +366.2% | +102.7% | +263.5% | +471.5% |
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