+91.4%
USO vs KEY
+21.3%
+70.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | 0.0% |
| 7D | +9.5% | +2.2% | +7.3% | +10.6% |
| 30D | +23.6% | -3.0% | +26.6% | +22.0% |
| 3M | +3.8% | +3.3% | +0.5% | +5.3% |
| 6M | +55.0% | +9.2% | +45.9% | +62.0% |
| YTD | +105.3% | +10.6% | +94.6% | +113.0% |
| 1Y | +91.4% | +20.4% | +71.0% | +96.6% |
| All | +91.4% | +21.3% | +70.0% | +96.6% |
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