+224.5%
USO vs MET
+82.5%
+142.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.1% | +4.5% | +5.4% |
| 7D | +11.5% | -2.5% | +13.9% | +11.9% |
| 30D | +24.1% | 0.0% | +24.1% | +24.0% |
| 3M | +17.9% | +13.1% | +4.9% | +15.3% |
| 6M | +49.6% | +39.0% | +10.6% | +40.1% |
| YTD | +129.0% | +25.2% | +103.8% | +119.3% |
| 1Y | +112.0% | +25.6% | +86.4% | +102.4% |
| 3Y | +102.3% | +67.1% | +35.2% | +73.6% |
| 5Y | +224.5% | +85.1% | +139.4% | +154.0% |
| All | +224.5% | +82.5% | +142.0% | +154.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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