+112.2%
USO vs MKSI
+142.7%
-30.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -1.8% |
| 7D | +9.1% | +2.7% | +6.4% | +9.6% |
| 30D | +21.7% | -12.8% | +34.5% | +19.1% |
| 3M | +20.2% | -22.5% | +42.8% | +18.2% |
| 6M | +43.4% | +19.4% | +24.0% | +58.4% |
| YTD | +124.0% | +67.7% | +56.3% | +144.0% |
| 1Y | +112.2% | +131.4% | -19.2% | +131.3% |
| All | +112.2% | +142.7% | -30.5% | +131.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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