+99.6%
USO vs AMC
-59.1%
+158.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.5% |
| 7D | -1.9% | +3.5% | -5.4% | -1.7% |
| 30D | -5.2% | +12.5% | -17.7% | -4.6% |
| 3M | +16.4% | +23.6% | -7.1% | +17.8% |
| 6M | +2.5% | +144.4% | -141.9% | +6.6% |
| YTD | +110.5% | +108.3% | +2.2% | +118.3% |
| 1Y | +108.4% | +38.9% | +69.5% | +115.9% |
| 3Y | +99.6% | -58.9% | +158.5% | +120.6% |
| All | +99.6% | -59.1% | +158.8% | +120.6% |
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 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