-73.9%
USO vs FDX
+323.5%
-397.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +9.5% | -2.5% | +12.0% | +10.0% |
| 30D | +23.6% | +3.8% | +19.8% | +22.5% |
| 3M | +3.8% | -1.3% | +5.1% | +3.8% |
| 6M | +55.0% | +5.0% | +50.0% | +51.5% |
| YTD | +105.3% | +39.6% | +65.6% | +87.4% |
| 1Y | +91.4% | +81.1% | +10.2% | +64.1% |
| 3Y | +84.6% | +63.0% | +21.5% | +57.4% |
| 5Y | +191.7% | +65.6% | +126.1% | +139.4% |
| 10Y | +73.3% | +183.4% | -110.1% | +13.9% |
| All | -73.9% | +323.5% | -397.4% | -88.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling