+94.5%
USO vs ASX
+154.3%
-59.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.6% | -6.6% | +1.3% |
| 7D | -2.7% | +0.8% | -3.5% | -1.8% |
| 30D | -6.3% | -20.4% | +14.1% | -9.9% |
| 3M | +10.9% | -2.1% | +13.0% | +12.4% |
| 6M | +2.0% | +8.2% | -6.2% | +11.2% |
| YTD | +104.6% | +137.3% | -32.7% | +186.8% |
| 1Y | +94.5% | +155.0% | -60.5% | +172.0% |
| All | +94.5% | +154.3% | -59.8% | +172.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling