-73.9%
USO vs KMB
+295.1%
-369.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.1% |
| 7D | +9.5% | -3.0% | +12.5% | +9.8% |
| 30D | +23.6% | -5.5% | +29.0% | +24.3% |
| 3M | +3.8% | +14.0% | -10.2% | +1.5% |
| 6M | +55.0% | +4.1% | +51.0% | +53.3% |
| YTD | +105.3% | +8.0% | +97.2% | +101.3% |
| 1Y | +91.4% | -13.7% | +105.1% | +94.6% |
| 3Y | +84.6% | -5.9% | +90.5% | +81.8% |
| 5Y | +191.7% | -8.6% | +200.4% | +186.0% |
| 10Y | +73.3% | +17.3% | +56.0% | +53.5% |
| All | -73.9% | +295.1% | -369.0% | -84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling