+112.0%
USO vs BUD
+33.5%
+78.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.0% | +5.4% |
| 7D | +11.5% | -3.2% | +14.7% | +9.5% |
| 30D | +24.1% | -3.7% | +27.8% | +21.8% |
| 3M | +17.9% | -4.4% | +22.4% | +15.9% |
| 6M | +49.6% | +7.7% | +41.9% | +62.2% |
| YTD | +129.0% | +23.1% | +106.0% | +147.1% |
| 1Y | +112.0% | +33.6% | +78.4% | +138.0% |
| All | +112.0% | +33.5% | +78.5% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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