+224.5%
USO vs BIIB
-28.2%
+252.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.2% | +3.4% | +5.6% |
| 7D | +11.5% | -4.0% | +15.5% | +11.5% |
| 30D | +24.1% | +5.7% | +18.5% | +24.1% |
| 3M | +17.9% | +10.9% | +7.0% | +17.8% |
| 6M | +49.6% | +14.3% | +35.3% | +49.4% |
| YTD | +129.0% | +22.4% | +106.6% | +127.8% |
| 1Y | +112.0% | +51.1% | +60.9% | +109.0% |
| 3Y | +102.3% | -16.8% | +119.1% | +103.2% |
| 5Y | +224.5% | -28.1% | +252.7% | +230.9% |
| All | +224.5% | -28.2% | +252.7% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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