+98.1%
USO vs AMBA
+16.7%
+81.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.1% | -6.0% | +0.2% |
| 7D | -12.1% | -7.2% | -4.9% | -12.1% |
| 30D | +3.1% | -10.4% | +13.5% | +3.0% |
| 3M | +24.9% | -30.1% | +55.0% | +24.4% |
| 6M | +10.8% | -22.4% | +33.2% | +10.5% |
| YTD | +114.6% | -17.3% | +131.9% | +115.9% |
| 1Y | +109.4% | -35.4% | +144.8% | +112.4% |
| 3Y | +98.1% | +18.6% | +79.5% | +81.7% |
| All | +98.1% | +16.7% | +81.4% | +81.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling