+102.2%
USO vs BBY
+33.0%
+69.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +8.0% | -16.0% | -6.3% |
| 7D | -12.7% | +4.5% | -17.2% | -11.5% |
| 30D | +1.0% | +16.0% | -15.0% | +4.5% |
| 3M | +25.6% | +18.6% | +7.0% | +30.9% |
| 6M | -1.5% | +80.1% | -81.6% | +11.5% |
| YTD | +110.3% | +57.4% | +52.8% | +136.7% |
| 1Y | +102.2% | +34.5% | +67.6% | +120.2% |
| All | +102.2% | +33.0% | +69.2% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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