+102.2%
USO vs KMB
+11.9%
+90.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.1% | -12.2% | -5.3% |
| 7D | -12.7% | +0.4% | -13.1% | -12.1% |
| 30D | +1.0% | +14.0% | -13.0% | +11.4% |
| 3M | +25.6% | -1.3% | +26.9% | +24.9% |
| 6M | -1.5% | +16.7% | -18.2% | +12.5% |
| YTD | +110.3% | +12.0% | +98.3% | +136.8% |
| 1Y | +102.2% | +13.6% | +88.5% | +128.2% |
| All | +102.2% | +11.9% | +90.2% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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