+91.4%
USO vs LMT
+19.5%
+71.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.1% |
| 7D | +9.5% | -6.3% | +15.7% | +10.4% |
| 30D | +23.6% | -8.5% | +32.1% | +25.0% |
| 3M | +3.8% | +1.8% | +2.0% | +2.7% |
| 6M | +55.0% | -19.9% | +75.0% | +63.4% |
| YTD | +105.3% | +10.6% | +94.7% | +101.3% |
| 1Y | +91.4% | +17.9% | +73.4% | +95.2% |
| All | +91.4% | +19.5% | +71.9% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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