+97.3%
USO vs ASX
+133.5%
-36.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.3% | -4.1% | -0.2% |
| 7D | -10.6% | -9.1% | -1.4% | -11.7% |
| 30D | -4.6% | -23.6% | +19.0% | -8.9% |
| 3M | +12.3% | -5.6% | +17.9% | +13.2% |
| 6M | +5.9% | +4.7% | +1.2% | +15.6% |
| YTD | +104.5% | +122.6% | -18.1% | +185.0% |
| 1Y | +97.3% | +133.0% | -35.7% | +175.8% |
| All | +97.3% | +133.5% | -36.1% | +175.8% |
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 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