+1,383.2%
STX vs USO
+86.9%
+1,296.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.9% | +3.6% | +6.5% |
| 7D | +10.7% | +3.6% | +7.2% | +10.7% |
| 30D | +11.3% | +23.8% | -12.5% | +11.2% |
| 3M | +3.2% | +8.1% | -4.8% | +2.9% |
| 6M | +157.0% | +34.3% | +122.7% | +156.5% |
| YTD | +229.2% | +111.1% | +118.1% | +218.2% |
| 1Y | +381.8% | +99.9% | +281.9% | +368.2% |
| 3Y | +1,383.2% | +86.5% | +1,296.7% | +1,314.1% |
| All | +1,383.2% | +86.9% | +1,296.3% | +1,314.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling