+896.1%
UNH vs USO
-73.3%
+969.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -1.9% | +0.6% |
| 7D | +1.1% | +3.6% | -2.4% | +0.7% |
| 30D | -1.5% | +23.8% | -25.3% | -4.4% |
| 3M | -0.8% | +8.1% | -8.9% | -2.4% |
| 6M | +41.8% | +34.3% | +7.6% | +34.4% |
| YTD | +23.1% | +111.1% | -88.1% | +8.8% |
| 1Y | +28.5% | +99.9% | -71.4% | +14.3% |
| 3Y | -11.8% | +86.5% | -98.3% | -22.1% |
| 5Y | +5.3% | +200.5% | -195.2% | -16.7% |
| 10Y | +247.4% | +66.5% | +180.9% | +186.8% |
| All | +896.1% | -73.3% | +969.4% | +1,006.3% |
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 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