+224.5%
USO vs MDY
+43.9%
+180.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.9% | +6.5% | +5.7% |
| 7D | +11.5% | -2.5% | +14.0% | +11.8% |
| 30D | +24.1% | -5.0% | +29.2% | +25.0% |
| 3M | +17.9% | +0.5% | +17.5% | +17.5% |
| 6M | +49.6% | +8.0% | +41.6% | +46.1% |
| YTD | +129.0% | +12.2% | +116.9% | +120.4% |
| 1Y | +112.0% | +14.0% | +98.0% | +102.8% |
| 3Y | +102.3% | +48.2% | +54.1% | +74.7% |
| 5Y | +224.5% | +46.1% | +178.5% | +191.2% |
| All | +224.5% | +43.9% | +180.6% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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