+109.1%
USO vs AMC
+36.9%
+72.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.3% | +5.6% | +2.9% |
| 7D | -1.4% | +8.4% | -9.9% | -0.2% |
| 30D | -4.6% | +9.2% | -13.7% | -3.0% |
| 3M | +14.7% | +32.0% | -17.3% | +20.1% |
| 6M | +1.2% | +149.3% | -148.0% | +21.3% |
| YTD | +111.2% | +114.1% | -2.9% | +145.1% |
| All | +109.1% | +36.9% | +72.2% | +143.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling