-48.0%
USO vs KMI
+107.5%
-155.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +3.6% |
| 7D | +6.2% | -1.8% | +8.0% | +7.2% |
| 30D | +19.1% | +0.1% | +19.0% | +18.8% |
| 3M | +14.2% | +1.2% | +13.1% | +13.5% |
| 6M | +43.7% | -3.9% | +47.7% | +46.4% |
| YTD | +116.8% | +17.5% | +99.3% | +98.2% |
| 1Y | +104.3% | +22.6% | +81.7% | +82.1% |
| 3Y | +91.5% | +116.3% | -24.8% | +22.0% |
| 5Y | +214.1% | +157.6% | +56.5% | +82.9% |
| 10Y | +77.0% | +136.6% | -59.6% | +3.8% |
| All | -48.0% | +107.5% | -155.5% | -70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling