+108.4%
USO vs FDX
+51.6%
+56.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | +0.4% |
| 7D | -1.9% | +5.2% | -7.1% | +0.6% |
| 30D | -5.2% | +11.3% | -16.5% | -0.2% |
| 3M | +16.4% | -4.1% | +20.5% | +15.0% |
| 6M | +2.5% | +9.6% | -7.2% | +9.9% |
| YTD | +110.5% | +40.9% | +69.6% | +139.9% |
| 1Y | +108.4% | +53.0% | +55.4% | +139.9% |
| All | +108.4% | +51.6% | +56.8% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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