+104.3%
USO vs FDX
+73.2%
+31.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.3% | +2.1% |
| 7D | +6.2% | -2.3% | +8.6% | +5.4% |
| 30D | +19.1% | -4.9% | +24.0% | +17.1% |
| 3M | +14.2% | -6.5% | +20.7% | +11.7% |
| 6M | +43.7% | +6.7% | +37.1% | +51.9% |
| YTD | +116.8% | +33.9% | +83.0% | +125.2% |
| 1Y | +104.3% | +72.2% | +32.2% | +107.6% |
| All | +104.3% | +73.2% | +31.2% | +107.6% |
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