-73.2%
USO vs MDY
+509.7%
-582.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.5% | +3.2% |
| 7D | +3.6% | +1.0% | +2.5% | +3.0% |
| 30D | +23.8% | -3.1% | +26.9% | +25.8% |
| 3M | +8.1% | +1.8% | +6.2% | +6.3% |
| 6M | +34.3% | +10.8% | +23.5% | +24.3% |
| YTD | +111.1% | +14.4% | +96.7% | +91.0% |
| 1Y | +99.9% | +15.2% | +84.7% | +79.7% |
| 3Y | +86.5% | +51.2% | +35.3% | +39.0% |
| 5Y | +200.5% | +47.2% | +153.3% | +122.1% |
| 10Y | +66.5% | +171.1% | -104.6% | -17.6% |
| All | -73.2% | +509.7% | -582.9% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling