+75.9%
UBER vs USO
+42.6%
+33.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.9% | -6.3% | -3.9% |
| 7D | -2.8% | +3.6% | -6.4% | -3.3% |
| 30D | -2.5% | +23.8% | -26.3% | -5.7% |
| 3M | +4.4% | +8.1% | -3.7% | +2.5% |
| 6M | -2.7% | +34.3% | -36.9% | -9.4% |
| YTD | -10.5% | +111.1% | -121.6% | -24.2% |
| 1Y | -22.5% | +99.9% | -122.4% | -33.7% |
| 3Y | +54.8% | +86.5% | -31.7% | +31.5% |
| 5Y | +82.5% | +200.5% | -118.0% | +29.4% |
| All | +75.9% | +42.6% | +33.3% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling