+59.8%
UBER vs USO
+162.8%
-103.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.8% |
| 7D | +1.6% | -1.9% | +3.5% | +1.6% |
| 30D | +0.6% | -5.2% | +5.8% | +0.5% |
| 3M | -8.2% | +16.4% | -24.6% | -8.4% |
| 6M | -6.7% | +2.5% | -9.2% | -6.6% |
| YTD | -14.7% | +110.5% | -125.2% | -18.6% |
| 1Y | -24.1% | +108.4% | -132.5% | -27.5% |
| 3Y | +33.4% | +99.6% | -66.2% | +27.0% |
| All | +59.8% | +162.8% | -103.0% | +33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling