+91.4%
USO vs FISV
-61.2%
+152.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +9.5% | -0.3% | +9.8% | +9.4% |
| 30D | +23.6% | -2.1% | +25.6% | +23.5% |
| 3M | +3.8% | -5.7% | +9.6% | +4.1% |
| 6M | +55.0% | -15.3% | +70.4% | +55.4% |
| YTD | +105.3% | -21.1% | +126.4% | +105.5% |
| 1Y | +91.4% | -61.1% | +152.5% | +84.1% |
| All | +91.4% | -61.2% | +152.6% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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