+31.4%
UNH vs USO
+92.2%
-60.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -1.0% |
| 7D | +1.1% | +9.5% | -8.4% | +1.5% |
| 30D | -3.8% | +23.6% | -27.4% | -2.8% |
| 3M | +0.7% | +3.8% | -3.1% | +1.1% |
| 6M | +37.9% | +55.0% | -17.2% | +47.5% |
| YTD | +21.9% | +105.3% | -83.3% | +38.2% |
| 1Y | +31.4% | +91.4% | -60.0% | +48.9% |
| All | +31.4% | +92.2% | -60.8% | +48.9% |
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