+102.7%
USO vs AMIX
-99.9%
+202.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +2.9% |
| 7D | +3.6% | -3.4% | +6.9% | +3.5% |
| 30D | +23.8% | -54.4% | +78.2% | +22.9% |
| 3M | +8.1% | -45.7% | +53.8% | +10.6% |
| 6M | +34.3% | -49.2% | +83.4% | +37.6% |
| YTD | +111.1% | -60.3% | +171.5% | +116.2% |
| 1Y | +99.9% | -81.4% | +181.3% | +104.0% |
| All | +102.7% | -99.9% | +202.5% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling