+102.2%
USO vs KEY
+29.6%
+72.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.5% | -9.6% | -7.2% |
| 7D | -12.7% | +1.7% | -14.4% | -11.7% |
| 30D | +1.0% | +6.8% | -5.8% | +5.0% |
| 3M | +25.6% | -5.8% | +31.4% | +20.7% |
| 6M | -1.5% | +1.4% | -2.9% | 0.0% |
| YTD | +110.3% | +7.5% | +102.7% | +122.3% |
| 1Y | +102.2% | +29.6% | +72.5% | +112.3% |
| All | +102.2% | +29.6% | +72.5% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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