+155.2%
USO vs KVUE
-20.4%
+175.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +9.1% | -5.1% | +14.2% | +8.5% |
| 30D | +21.7% | -6.3% | +28.0% | +20.8% |
| 3M | +20.2% | -0.5% | +20.7% | +20.1% |
| 6M | +43.4% | +3.1% | +40.3% | +44.0% |
| YTD | +124.0% | +6.7% | +117.3% | +125.0% |
| 1Y | +112.2% | -1.1% | +113.3% | +112.2% |
| 3Y | +97.7% | -8.7% | +106.4% | +101.0% |
| All | +155.2% | -20.4% | +175.6% | +172.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling