+82.6%
USO vs AMBA
-1.0%
+83.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.1% |
| 7D | +9.5% | -11.0% | +20.4% | +9.3% |
| 30D | +23.6% | -23.2% | +46.7% | +23.2% |
| 3M | +3.8% | -12.7% | +16.5% | +3.6% |
| 6M | +55.0% | +11.2% | +43.8% | +55.3% |
| YTD | +105.3% | -11.2% | +116.5% | +106.6% |
| 1Y | +91.4% | -22.5% | +113.9% | +92.9% |
| All | +82.6% | -1.0% | +83.5% | +73.4% |
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