+213.1%
USO vs AZO
+85.8%
+127.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | +9.1% | -3.6% | +12.7% | +8.9% |
| 30D | +21.7% | -5.6% | +27.2% | +21.3% |
| 3M | +20.2% | -6.6% | +26.9% | +19.9% |
| 6M | +43.4% | -22.5% | +65.9% | +42.4% |
| YTD | +124.0% | -15.2% | +139.2% | +122.1% |
| 1Y | +112.2% | -33.9% | +146.1% | +111.2% |
| 3Y | +97.7% | +11.8% | +85.8% | +91.4% |
| All | +213.1% | +85.8% | +127.3% | +184.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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