+97.7%
USO vs KVUE
-9.0%
+106.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +9.1% | -5.1% | +14.2% | +8.3% |
| 30D | +21.7% | -6.3% | +28.0% | +20.7% |
| 3M | +20.2% | -0.5% | +20.7% | +20.1% |
| 6M | +43.4% | +3.1% | +40.3% | +44.1% |
| YTD | +124.0% | +6.7% | +117.3% | +125.3% |
| 1Y | +112.2% | -1.1% | +113.3% | +112.1% |
| 3Y | +97.7% | -8.7% | +106.4% | +95.9% |
| All | +97.7% | -9.0% | +106.6% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling