+213.1%
USO vs BIDU
-44.1%
+257.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.2% |
| 7D | +9.1% | -8.1% | +17.2% | +9.3% |
| 30D | +21.7% | -12.8% | +34.5% | +22.0% |
| 3M | +20.2% | -21.3% | +41.5% | +20.8% |
| 6M | +43.4% | -27.0% | +70.3% | +44.1% |
| YTD | +124.0% | -30.0% | +154.0% | +125.4% |
| 1Y | +112.2% | -18.3% | +130.5% | +111.2% |
| 3Y | +97.7% | -33.8% | +131.5% | +97.5% |
| All | +213.1% | -44.1% | +257.1% | +206.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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