+112.2%
USO vs FISV
-61.2%
+173.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.4% | -7.6% | -1.9% |
| 7D | +9.1% | -2.7% | +11.8% | +9.0% |
| 30D | +21.7% | 0.0% | +21.6% | +21.8% |
| 3M | +20.2% | -2.8% | +23.0% | +20.6% |
| 6M | +43.4% | -11.8% | +55.2% | +43.6% |
| YTD | +124.0% | -23.2% | +147.2% | +124.2% |
| 1Y | +112.2% | -62.0% | +174.2% | +109.8% |
| All | +112.2% | -61.2% | +173.4% | +109.8% |
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