+77.0%
USO vs ASX
+973.8%
-896.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.5% | -0.8% | +2.3% |
| 7D | +6.2% | +11.1% | -4.9% | +5.0% |
| 30D | +19.1% | +9.6% | +9.5% | +17.8% |
| 3M | +14.2% | +18.6% | -4.4% | +10.7% |
| 6M | +43.7% | +92.1% | -48.4% | +28.5% |
| YTD | +116.8% | +158.5% | -41.6% | +82.9% |
| 1Y | +104.3% | +271.9% | -167.5% | +60.8% |
| 3Y | +91.5% | +465.2% | -373.7% | +35.6% |
| 5Y | +214.1% | +479.4% | -265.4% | +115.5% |
| 10Y | +77.0% | +992.0% | -915.0% | -5.0% |
| All | +77.0% | +973.8% | -896.8% | -5.0% |
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