+112.2%
USO vs KMI
+17.6%
+94.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | +9.1% | -1.7% | +10.8% | +9.9% |
| 30D | +21.7% | -2.7% | +24.4% | +22.8% |
| 3M | +20.2% | -0.7% | +20.9% | +20.5% |
| 6M | +43.4% | -5.0% | +48.3% | +46.9% |
| YTD | +124.0% | +15.5% | +108.5% | +114.1% |
| 1Y | +112.2% | +16.4% | +95.8% | +100.8% |
| All | +112.2% | +17.6% | +94.6% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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