+78.2%
UBER vs USO
+206.1%
-127.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.7% | -5.5% | -2.8% |
| 7D | -7.0% | +6.2% | -13.3% | -7.1% |
| 30D | -8.9% | +19.1% | -28.0% | -9.0% |
| 3M | +1.0% | +14.2% | -13.2% | +0.9% |
| 6M | -3.7% | +43.7% | -47.5% | -5.3% |
| YTD | -13.0% | +116.8% | -129.9% | -16.9% |
| 1Y | -25.5% | +104.3% | -129.9% | -28.6% |
| 3Y | +50.5% | +91.5% | -41.1% | +43.9% |
| All | +78.2% | +206.1% | -127.9% | +53.6% |
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