+2.0%
USO vs ASX
+11.7%
-9.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.6% | -6.6% | +0.8% |
| 7D | -2.7% | +0.8% | -3.5% | -2.1% |
| 30D | -6.3% | -20.4% | +14.1% | -8.5% |
| 3M | +10.9% | -2.1% | +13.0% | +11.6% |
| 6M | +2.0% | +8.2% | -6.2% | +5.0% |
| All | +2.0% | +11.7% | -9.7% | +5.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling