+102.2%
USO vs AS
+3.3%
+98.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.1% | -13.2% | -5.1% |
| 7D | -12.7% | +13.8% | -26.5% | -5.7% |
| 30D | +1.0% | +16.7% | -15.7% | +10.7% |
| 3M | +25.6% | -11.5% | +37.1% | +19.3% |
| 6M | -1.5% | -5.5% | +4.0% | -0.9% |
| YTD | +110.3% | -14.2% | +124.4% | +115.7% |
| 1Y | +102.2% | +2.1% | +100.1% | +106.9% |
| All | +102.2% | +3.3% | +98.8% | +106.9% |
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