+66.5%
USO vs AMC
-98.9%
+165.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.4% | +6.3% | +2.9% |
| 7D | +3.6% | -0.8% | +4.3% | +3.6% |
| 30D | +23.8% | -1.2% | +24.9% | +23.8% |
| 3M | +8.1% | +42.2% | -34.2% | +7.5% |
| 6M | +34.3% | +118.8% | -84.5% | +32.8% |
| YTD | +111.1% | +64.1% | +47.0% | +109.4% |
| 1Y | +99.9% | -9.5% | +109.5% | +99.6% |
| 3Y | +86.5% | -64.3% | +150.8% | +86.6% |
| 5Y | +200.5% | -99.5% | +300.0% | +212.8% |
| 10Y | +66.5% | -98.9% | +165.5% | +46.1% |
| All | +66.5% | -98.9% | +165.5% | +46.1% |
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