+73.5%
USO vs AMC
-98.6%
+172.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +8.3% | -12.2% | -3.9% |
| 7D | -9.1% | +6.6% | -15.6% | -9.1% |
| 30D | -3.7% | +14.1% | -17.8% | -3.9% |
| 3M | +20.9% | +31.3% | -10.4% | +20.6% |
| 6M | +6.8% | +126.7% | -119.9% | +5.8% |
| YTD | +106.3% | +117.9% | -11.7% | +104.0% |
| 1Y | +100.2% | +41.1% | +59.1% | +99.0% |
| 3Y | +103.1% | -61.0% | +164.0% | +103.5% |
| 5Y | +146.1% | -99.1% | +245.2% | +154.9% |
| 10Y | +73.5% | -98.7% | +172.2% | +48.6% |
| All | +73.5% | -98.6% | +172.1% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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