+102.2%
USO vs MCK
+31.3%
+70.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +7.0% | -15.1% | -7.3% |
| 7D | -12.7% | +11.3% | -24.0% | -11.8% |
| 30D | +1.0% | +16.8% | -15.8% | +2.3% |
| 3M | +25.6% | +28.9% | -3.3% | +28.0% |
| 6M | -1.5% | +32.7% | -34.2% | +0.7% |
| YTD | +110.3% | +30.8% | +79.5% | +112.5% |
| 1Y | +102.2% | +27.6% | +74.6% | +104.4% |
| All | +102.2% | +31.3% | +70.9% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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