+102.2%
USO vs EQIX
+29.1%
+73.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.9% | -12.0% | -6.8% |
| 7D | -12.7% | +4.6% | -17.3% | -11.3% |
| 30D | +1.0% | +3.0% | -2.0% | +2.3% |
| 3M | +25.6% | +0.7% | +24.9% | +26.6% |
| 6M | -1.5% | -1.7% | +0.2% | -0.5% |
| YTD | +110.3% | +39.7% | +70.6% | +116.8% |
| 1Y | +102.2% | +29.7% | +72.4% | +120.8% |
| All | +102.2% | +29.1% | +73.1% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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