+76.1%
USO vs ASX
+878.5%
-802.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.3% | -4.1% | -1.2% |
| 7D | -10.6% | -9.1% | -1.4% | -10.0% |
| 30D | -4.6% | -23.6% | +19.0% | -2.6% |
| 3M | +12.3% | -5.6% | +17.9% | +11.7% |
| 6M | +5.9% | +4.7% | +1.2% | +2.4% |
| YTD | +104.5% | +122.6% | -18.1% | +73.5% |
| 1Y | +97.3% | +133.0% | -35.7% | +65.9% |
| 3Y | +97.0% | +367.1% | -270.1% | +41.8% |
| 5Y | +151.2% | +504.7% | -353.6% | +66.5% |
| 10Y | +76.1% | +887.2% | -811.1% | -4.6% |
| All | +76.1% | +878.5% | -802.4% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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