-73.9%
USO vs ASX
+2,887.8%
-2,961.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +9.5% | -0.7% | +10.2% | +9.6% |
| 30D | +23.6% | +2.0% | +21.6% | +23.0% |
| 3M | +3.8% | -1.3% | +5.2% | +2.3% |
| 6M | +55.0% | +71.4% | -16.4% | +34.9% |
| YTD | +105.3% | +135.3% | -30.1% | +66.1% |
| 1Y | +91.4% | +267.5% | -176.1% | +39.9% |
| 3Y | +84.6% | +388.5% | -303.9% | +23.2% |
| 5Y | +191.7% | +417.1% | -225.4% | +86.0% |
| 10Y | +73.3% | +872.7% | -799.5% | -10.8% |
| All | -73.9% | +2,887.8% | -2,961.7% | -92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling