+102.2%
USO vs FFIV
+33.5%
+68.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.4% | -7.6% | -8.1% |
| 7D | -12.7% | -9.8% | -2.9% | -13.1% |
| 30D | +1.0% | -28.1% | +29.1% | -0.6% |
| 3M | +25.6% | -20.0% | +45.6% | +24.0% |
| 6M | -1.5% | -0.1% | -1.4% | -3.8% |
| YTD | +110.3% | +29.2% | +81.1% | +106.7% |
| 1Y | +102.2% | +36.6% | +65.6% | +102.9% |
| All | +102.2% | +33.5% | +68.6% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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