-70.9%
USO vs MOH
+799.7%
-870.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.2% | +2.4% | +5.2% |
| 7D | +11.5% | -1.3% | +12.8% | +11.6% |
| 30D | +24.1% | +3.0% | +21.2% | +23.6% |
| 3M | +17.9% | +1.2% | +16.7% | +17.4% |
| 6M | +49.6% | +41.7% | +7.9% | +43.0% |
| YTD | +129.0% | +15.4% | +113.6% | +122.2% |
| 1Y | +112.0% | +11.8% | +100.2% | +105.3% |
| 3Y | +102.3% | -37.5% | +139.8% | +104.5% |
| 5Y | +224.5% | -20.6% | +245.2% | +213.1% |
| 10Y | +86.9% | +255.8% | -168.9% | +39.6% |
| All | -70.9% | +799.7% | -870.6% | -85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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