+98.1%
USO vs MP
+114.3%
-16.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.8% | +0.2% |
| 7D | -12.1% | -10.5% | -1.6% | -12.3% |
| 30D | +3.1% | -23.5% | +26.7% | +2.6% |
| 3M | +24.9% | -25.4% | +50.3% | +24.2% |
| 6M | +10.8% | -51.3% | +62.1% | +10.2% |
| YTD | +114.6% | -29.9% | +144.5% | +113.3% |
| 1Y | +109.4% | -31.8% | +141.2% | +108.2% |
| 3Y | +98.1% | +127.0% | -28.9% | +85.1% |
| All | +98.1% | +114.3% | -16.2% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 3y: compounded portfolio wealth divided by compounded MP 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…
3y analysis · Full analysis span regression · 6 months rolling