+91.4%
USO vs AMCR
+11.5%
+79.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -1.2% |
| 7D | +9.5% | -3.3% | +12.7% | +7.1% |
| 30D | +23.6% | -5.4% | +29.0% | +19.1% |
| 3M | +3.8% | +20.0% | -16.1% | +18.6% |
| 6M | +55.0% | 0.0% | +55.0% | +76.7% |
| YTD | +105.3% | +11.5% | +93.7% | +132.9% |
| 1Y | +91.4% | +11.4% | +80.0% | +117.3% |
| All | +91.4% | +11.5% | +79.9% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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