+24.8%
USAR vs COO
+4.1%
+20.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.5% |
| 7D | -2.1% | -2.2% | +0.1% | -2.3% |
| 30D | +2.6% | -7.0% | +9.6% | +2.1% |
| 3M | -35.0% | +12.2% | -47.2% | -37.1% |
| 6M | -6.9% | -15.1% | +8.2% | +5.3% |
| YTD | +48.0% | -15.1% | +63.1% | +67.6% |
| 1Y | +24.8% | +2.3% | +22.5% | +34.1% |
| All | +24.8% | +4.1% | +20.7% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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