+81.0%
USO vs MPC
+1,145.2%
-1,064.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | -1.3% |
| 7D | -2.7% | +2.6% | -5.3% | -3.9% |
| 30D | -6.3% | -12.2% | +5.9% | -1.9% |
| 3M | +10.9% | +20.1% | -9.2% | +2.8% |
| 6M | +2.0% | +60.6% | -58.6% | -15.4% |
| YTD | +104.6% | +150.6% | -46.0% | +44.2% |
| 1Y | +94.5% | +104.7% | -10.1% | +47.5% |
| 3Y | +97.1% | +194.5% | -97.4% | +28.0% |
| 5Y | +151.6% | +582.3% | -430.6% | +21.3% |
| 10Y | +81.0% | +1,135.3% | -1,054.3% | -31.6% |
| All | +81.0% | +1,145.2% | -1,064.2% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 10y: compounded portfolio wealth divided by compounded MPC 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…
10y analysis · Full analysis span regression · 6 months rolling