+195.5%
USO vs AMBA
-54.5%
+250.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.1% |
| 7D | +9.5% | -11.0% | +20.4% | +9.6% |
| 30D | +23.6% | -23.2% | +46.7% | +23.9% |
| 3M | +3.8% | -12.7% | +16.5% | +3.7% |
| 6M | +55.0% | +11.2% | +43.8% | +54.1% |
| YTD | +105.3% | -11.2% | +116.5% | +105.2% |
| 1Y | +91.4% | -22.5% | +113.9% | +91.7% |
| 3Y | +84.6% | -1.3% | +85.9% | +80.3% |
| All | +195.5% | -54.5% | +250.0% | +182.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling