+160.9%
USO vs MP
-13.5%
+174.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.3% | +3.2% |
| 7D | -1.4% | +11.0% | -12.4% | -1.7% |
| 30D | -4.6% | -11.7% | +7.2% | -4.3% |
| 3M | +14.7% | -30.8% | +45.5% | +15.6% |
| 6M | +1.2% | -42.9% | +44.1% | +2.7% |
| YTD | +111.2% | -25.9% | +137.1% | +110.5% |
| 1Y | +109.3% | -37.3% | +146.6% | +110.2% |
| 3Y | +103.5% | +150.7% | -47.2% | +74.2% |
| 5Y | +160.9% | -19.3% | +180.2% | +142.8% |
| All | +160.9% | -13.5% | +174.4% | +142.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling