+86.5%
USO vs BUD
+48.7%
+37.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.6% | +2.7% |
| 7D | +3.6% | +0.8% | +2.8% | +3.7% |
| 30D | +23.8% | -4.8% | +28.6% | +22.6% |
| 3M | +8.1% | +1.4% | +6.7% | +8.6% |
| 6M | +34.3% | +9.9% | +24.4% | +37.9% |
| YTD | +111.1% | +26.3% | +84.8% | +118.4% |
| 1Y | +99.9% | +36.1% | +63.8% | +108.1% |
| 3Y | +86.5% | +48.6% | +37.9% | +103.3% |
| All | +86.5% | +48.7% | +37.8% | +103.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling