+102.2%
USO vs ACGL
+28.7%
+73.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.7% | -10.7% | -7.4% |
| 7D | -12.7% | +8.0% | -20.7% | -11.4% |
| 30D | +1.0% | +17.3% | -16.3% | +3.9% |
| 3M | +25.6% | +11.2% | +14.4% | +27.7% |
| 6M | -1.5% | +18.2% | -19.7% | +2.6% |
| YTD | +110.3% | +15.4% | +94.9% | +117.3% |
| 1Y | +102.2% | +26.5% | +75.6% | +117.6% |
| All | +102.2% | +28.7% | +73.4% | +117.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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