+1,882.5%
UNP vs USO
-73.3%
+1,955.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | +4.2% | -1.9% | +6.1% | +4.6% |
| 30D | +5.6% | -5.2% | +10.8% | +6.4% |
| 3M | +2.0% | +16.4% | -14.4% | -1.9% |
| 6M | +15.4% | +2.5% | +12.9% | +13.1% |
| YTD | +32.7% | +110.5% | -77.8% | +8.3% |
| 1Y | +39.4% | +108.4% | -69.0% | +13.9% |
| 3Y | +54.3% | +99.6% | -45.3% | +24.2% |
| 5Y | +39.6% | +160.1% | -120.4% | +1.0% |
| 10Y | +288.9% | +86.3% | +202.6% | +184.0% |
| All | +1,882.5% | -73.3% | +1,955.8% | +2,026.1% |
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