+81.0%
USO vs AMBA
+7.9%
+73.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -0.2% |
| 7D | -2.7% | +2.6% | -5.3% | -3.0% |
| 30D | -6.3% | -3.6% | -2.8% | -6.2% |
| 3M | +10.9% | -24.6% | +35.5% | +12.7% |
| 6M | +2.0% | -21.6% | +23.6% | +2.2% |
| YTD | +104.6% | -11.8% | +116.3% | +102.0% |
| 1Y | +94.5% | -33.2% | +127.7% | +96.4% |
| 3Y | +97.1% | +24.5% | +72.6% | +80.7% |
| 5Y | +151.6% | -67.7% | +219.3% | +156.7% |
| 10Y | +81.0% | +4.7% | +76.3% | +41.0% |
| All | +81.0% | +7.9% | +73.1% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling