-74.0%
USO vs ASX
+2,726.1%
-2,800.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.3% | -4.1% | -1.4% |
| 7D | -10.6% | -9.1% | -1.4% | -9.7% |
| 30D | -4.6% | -23.6% | +19.0% | -1.3% |
| 3M | +12.3% | -5.6% | +17.9% | +11.3% |
| 6M | +5.9% | +4.7% | +1.2% | +0.7% |
| YTD | +104.5% | +122.6% | -18.1% | +64.2% |
| 1Y | +97.3% | +133.0% | -35.7% | +56.6% |
| 3Y | +97.0% | +367.1% | -270.1% | +30.5% |
| 5Y | +151.2% | +504.7% | -353.6% | +51.7% |
| 10Y | +76.1% | +887.2% | -811.1% | -11.5% |
| All | -74.0% | +2,726.1% | -2,800.1% | -92.1% |
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