+87.3%
USO vs AMDL
+117.8%
-30.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.7% | -8.8% | +2.9% |
| 7D | +3.6% | +19.9% | -16.4% | +3.6% |
| 30D | +23.8% | +6.3% | +17.5% | +23.8% |
| 3M | +8.1% | -9.9% | +17.9% | +8.2% |
| 6M | +34.3% | +394.3% | -360.1% | +29.5% |
| YTD | +111.1% | +257.3% | -146.2% | +104.5% |
| 1Y | +99.9% | +508.5% | -408.6% | +85.3% |
| All | +87.3% | +117.8% | -30.5% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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