+97.0%
USO vs AMIX
-99.9%
+196.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | -0.1% |
| 7D | +9.5% | -13.7% | +23.2% | +9.3% |
| 30D | +23.6% | -62.1% | +85.6% | +22.5% |
| 3M | +3.8% | -46.2% | +50.0% | +6.2% |
| 6M | +55.0% | -46.4% | +101.5% | +59.0% |
| YTD | +105.3% | -60.3% | +165.5% | +110.1% |
| 1Y | +91.4% | -79.7% | +171.0% | +95.4% |
| All | +97.0% | -99.9% | +196.9% | +90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling