+108.7%
USO vs BRKR
+47.8%
+60.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.0% | +10.9% | +0.4% |
| 7D | -11.9% | -6.4% | -5.5% | -12.3% |
| 30D | +2.3% | -4.0% | +6.3% | +2.3% |
| 3M | +29.0% | +10.7% | +18.3% | +32.3% |
| 6M | +2.8% | +53.0% | -50.2% | +23.0% |
| YTD | +114.3% | +23.6% | +90.7% | +156.3% |
| 1Y | +108.7% | +45.0% | +63.6% | +156.5% |
| All | +108.7% | +47.8% | +60.9% | +156.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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