+195.5%
USO vs AMC
-99.4%
+294.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.4% | 0.0% |
| 7D | +9.5% | +2.3% | +7.1% | +9.5% |
| 30D | +23.6% | -0.7% | +24.3% | +23.6% |
| 3M | +3.8% | +35.2% | -31.4% | +4.3% |
| 6M | +55.0% | +124.6% | -69.5% | +56.1% |
| YTD | +105.3% | +69.9% | +35.4% | +106.7% |
| 1Y | +91.4% | -2.6% | +93.9% | +92.9% |
| 3Y | +84.6% | -79.8% | +164.3% | +87.0% |
| All | +195.5% | -99.4% | +294.9% | +223.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling