-6.0%
USO vs ETSY
+129.6%
-135.6%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.2% | +4.9% | +2.8% |
| 7D | +6.2% | -12.9% | +19.1% | +6.9% |
| 30D | +19.1% | -11.5% | +30.6% | +19.7% |
| 3M | +14.2% | +3.5% | +10.7% | +13.7% |
| 6M | +43.7% | +27.6% | +16.1% | +41.4% |
| YTD | +116.8% | +28.4% | +88.4% | +112.8% |
| 1Y | +104.3% | +27.1% | +77.3% | +99.9% |
| 3Y | +91.5% | +6.0% | +85.5% | +86.8% |
| 5Y | +214.1% | -67.1% | +281.2% | +223.7% |
| 10Y | +77.0% | +421.9% | -344.9% | +28.7% |
| All | -6.0% | +129.6% | -135.6% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 all: compounded portfolio wealth divided by compounded ETSY 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…
all analysis · Full analysis span regression · 6 months rolling