+82.1%
USO vs AMC
-67.9%
+150.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.4% | +0.1% |
| 7D | +9.5% | +2.3% | +7.1% | +9.6% |
| 30D | +23.6% | -0.7% | +24.3% | +23.7% |
| 3M | +3.8% | +35.2% | -31.4% | +5.6% |
| 6M | +55.0% | +124.6% | -69.5% | +60.2% |
| YTD | +105.3% | +69.9% | +35.4% | +111.4% |
| 1Y | +91.4% | -2.6% | +93.9% | +95.9% |
| All | +82.1% | -67.9% | +150.0% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling