+224.5%
USO vs KMI
+151.2%
+73.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.5% | +7.1% | +6.4% |
| 7D | +11.5% | -2.1% | +13.5% | +12.7% |
| 30D | +24.1% | -1.7% | +25.8% | +24.9% |
| 3M | +17.9% | -1.9% | +19.8% | +19.1% |
| 6M | +49.6% | -4.3% | +54.0% | +52.9% |
| YTD | +129.0% | +15.8% | +113.2% | +109.5% |
| 1Y | +112.0% | +17.6% | +94.4% | +91.6% |
| 3Y | +102.3% | +113.1% | -10.8% | +14.3% |
| 5Y | +224.5% | +154.0% | +70.6% | +54.6% |
| All | +224.5% | +151.2% | +73.4% | +54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling