+81.0%
USO vs ASX
+999.3%
-918.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.6% | -6.6% | -0.6% |
| 7D | -2.7% | +0.8% | -3.5% | -3.1% |
| 30D | -6.3% | -20.4% | +14.1% | -4.8% |
| 3M | +10.9% | -2.1% | +13.0% | +9.9% |
| 6M | +2.0% | +8.2% | -6.2% | -1.5% |
| YTD | +104.6% | +137.3% | -32.7% | +72.6% |
| 1Y | +94.5% | +155.0% | -60.5% | +61.9% |
| 3Y | +97.1% | +397.9% | -300.9% | +41.2% |
| 5Y | +151.6% | +529.2% | -377.6% | +67.1% |
| 10Y | +81.0% | +1,007.5% | -926.5% | -1.8% |
| All | +81.0% | +999.3% | -918.3% | -1.8% |
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