+102.2%
USO vs FISV
-4.0%
+106.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.2% | -14.3% | -7.1% |
| 7D | -12.7% | +29.6% | -42.4% | -9.3% |
| 30D | +1.0% | +34.5% | -33.5% | +5.5% |
| 3M | +25.6% | +11.2% | +14.4% | +27.8% |
| 6M | -1.5% | -1.2% | -0.3% | -0.2% |
| YTD | +110.3% | -7.6% | +117.9% | +115.0% |
| 1Y | +102.2% | -3.7% | +105.9% | +107.0% |
| All | +102.2% | -4.0% | +106.2% | +107.0% |
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