+4.6%
UNH vs USO
+223.2%
-218.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.6% | -6.8% | -1.2% |
| 7D | -3.2% | +11.5% | -14.6% | -3.1% |
| 30D | -3.5% | +24.1% | -27.6% | -3.3% |
| 3M | -4.2% | +17.9% | -22.1% | -4.0% |
| 6M | +38.3% | +49.6% | -11.3% | +39.0% |
| YTD | +19.2% | +129.0% | -109.8% | +20.2% |
| 1Y | +15.0% | +112.0% | -97.0% | +15.9% |
| 3Y | -14.5% | +102.3% | -116.8% | -13.6% |
| 5Y | +4.6% | +224.5% | -220.0% | -7.3% |
| All | +4.6% | +223.2% | -218.6% | -7.3% |
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