+213.1%
USO vs AMP
+122.1%
+90.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.3% |
| 7D | +9.1% | -0.5% | +9.6% | +9.2% |
| 30D | +21.7% | -1.3% | +23.0% | +21.8% |
| 3M | +20.2% | +24.2% | -4.0% | +16.2% |
| 6M | +43.4% | +24.6% | +18.8% | +38.2% |
| YTD | +124.0% | +14.8% | +109.1% | +118.6% |
| 1Y | +112.2% | +12.8% | +99.4% | +107.7% |
| 3Y | +97.7% | +69.0% | +28.7% | +74.3% |
| All | +213.1% | +122.1% | +90.9% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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