+91.4%
USO vs AS
-21.9%
+113.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | +1.6% |
| 7D | +9.5% | -4.9% | +14.3% | +7.1% |
| 30D | +23.6% | -19.6% | +43.2% | +12.2% |
| 3M | +3.8% | -14.4% | +18.2% | -1.9% |
| 6M | +55.0% | -20.1% | +75.2% | +50.7% |
| YTD | +105.3% | -20.9% | +126.2% | +100.1% |
| 1Y | +91.4% | -21.9% | +113.2% | +83.9% |
| All | +91.4% | -21.9% | +113.3% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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