+82.1%
USO vs ASX
+403.7%
-321.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +9.5% | -0.7% | +10.2% | +9.4% |
| 30D | +23.6% | +2.0% | +21.6% | +23.7% |
| 3M | +3.8% | -1.3% | +5.2% | +4.0% |
| 6M | +55.0% | +71.4% | -16.4% | +54.1% |
| YTD | +105.3% | +135.3% | -30.1% | +95.8% |
| 1Y | +91.4% | +267.5% | -176.1% | +71.7% |
| All | +82.1% | +403.7% | -321.6% | +57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling