+214.1%
USO vs BUD
+44.7%
+169.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.2% | +4.9% | +2.6% |
| 7D | +6.2% | -1.3% | +7.6% | +6.2% |
| 30D | +19.1% | -6.1% | +25.2% | +18.7% |
| 3M | +14.2% | -3.8% | +18.0% | +14.0% |
| 6M | +43.7% | +8.2% | +35.6% | +44.5% |
| YTD | +116.8% | +23.6% | +93.3% | +116.8% |
| 1Y | +104.3% | +33.4% | +70.9% | +103.9% |
| 3Y | +91.5% | +45.3% | +46.2% | +89.9% |
| 5Y | +214.1% | +44.3% | +169.8% | +201.8% |
| All | +214.1% | +44.7% | +169.4% | +201.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling