+82.0%
USO vs AU
+699.0%
-617.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.2% |
| 7D | +9.1% | -4.3% | +13.4% | +9.3% |
| 30D | +21.7% | +7.3% | +14.4% | +21.1% |
| 3M | +20.2% | +26.3% | -6.1% | +18.5% |
| 6M | +43.4% | +1.8% | +41.6% | +42.3% |
| YTD | +124.0% | +26.8% | +97.2% | +116.9% |
| 1Y | +112.2% | +66.7% | +45.5% | +99.7% |
| 3Y | +97.7% | +579.1% | -481.4% | +60.4% |
| 5Y | +217.4% | +689.3% | -471.9% | +152.5% |
| All | +82.0% | +699.0% | -617.0% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling