+200.5%
USO vs ASX
+472.4%
-271.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.1% | -3.2% | +2.7% |
| 7D | +3.6% | +6.3% | -2.7% | +3.4% |
| 30D | +23.8% | +6.4% | +17.4% | +23.6% |
| 3M | +8.1% | +13.1% | -5.1% | +7.3% |
| 6M | +34.3% | +90.3% | -56.0% | +28.4% |
| YTD | +111.1% | +149.6% | -38.5% | +94.7% |
| 1Y | +99.9% | +249.2% | -149.2% | +76.3% |
| 3Y | +86.5% | +445.9% | -359.4% | +53.0% |
| 5Y | +200.5% | +477.7% | -277.2% | +135.8% |
| All | +200.5% | +472.4% | -271.9% | +135.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling