+1,798.5%
UNP vs USO
-74.0%
+1,872.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -5.3% | +9.5% | -14.8% | -7.2% |
| 30D | -1.5% | +23.6% | -25.1% | -6.1% |
| 3M | +10.3% | +3.8% | +6.4% | +8.5% |
| 6M | +9.7% | +55.0% | -45.4% | -3.3% |
| YTD | +27.1% | +105.3% | -78.2% | +4.8% |
| 1Y | +32.6% | +91.4% | -58.8% | +10.9% |
| 3Y | +40.0% | +84.6% | -44.6% | +15.2% |
| 5Y | +50.8% | +191.7% | -140.9% | +6.2% |
| 10Y | +278.6% | +73.3% | +205.3% | +182.8% |
| All | +1,798.5% | -74.0% | +1,872.5% | +1,958.2% |
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