+10.1%
UNH vs USO
+111.6%
-101.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -2.5% |
| 7D | -4.5% | +9.1% | -13.7% | -4.1% |
| 30D | -6.5% | +21.7% | -28.2% | -5.7% |
| 3M | -6.0% | +20.2% | -26.2% | -5.1% |
| 6M | +33.7% | +43.4% | -9.7% | +39.1% |
| YTD | +16.4% | +124.0% | -107.6% | +31.6% |
| 1Y | +10.1% | +112.2% | -102.1% | +24.6% |
| All | +10.1% | +111.6% | -101.6% | +24.6% |
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 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