+94.0%
USO vs BUD
+48.3%
+45.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | -0.5% |
| 7D | -2.7% | +0.5% | -3.2% | -2.6% |
| 30D | -6.3% | +7.4% | -13.7% | -4.7% |
| 3M | +10.9% | +4.3% | +6.6% | +12.2% |
| 6M | +2.0% | +5.3% | -3.3% | +3.7% |
| YTD | +104.6% | +33.2% | +71.3% | +113.9% |
| 1Y | +94.5% | +31.8% | +62.8% | +103.3% |
| All | +94.0% | +48.3% | +45.7% | +95.7% |
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