+213.1%
USO vs MGY
+88.8%
+124.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | +9.1% | +3.5% | +5.6% | +7.0% |
| 30D | +21.7% | +5.3% | +16.4% | +18.3% |
| 3M | +20.2% | +2.6% | +17.6% | +18.5% |
| 6M | +43.4% | -3.3% | +46.6% | +47.4% |
| YTD | +124.0% | +29.2% | +94.8% | +97.8% |
| 1Y | +112.2% | +18.0% | +94.2% | +96.2% |
| 3Y | +97.7% | +30.0% | +67.6% | +69.8% |
| All | +213.1% | +88.8% | +124.3% | +123.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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