+102.2%
USO vs BAM
+4.2%
+97.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.2% | -14.3% | -4.3% |
| 7D | -12.7% | +14.2% | -26.9% | -5.0% |
| 30D | +1.0% | +21.0% | -20.0% | +13.4% |
| 3M | +25.6% | +5.2% | +20.4% | +31.0% |
| 6M | -1.5% | +16.0% | -17.5% | +10.3% |
| YTD | +110.3% | +6.5% | +103.8% | +139.1% |
| 1Y | +102.2% | +4.4% | +97.8% | +130.6% |
| All | +102.2% | +4.2% | +97.9% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling