+195.5%
USO vs MPC
+645.9%
-450.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +9.5% | +5.4% | +4.0% | +6.6% |
| 30D | +23.6% | +31.0% | -7.4% | +7.5% |
| 3M | +3.8% | +46.0% | -42.2% | -14.8% |
| 6M | +55.0% | +77.3% | -22.3% | +16.0% |
| YTD | +105.3% | +141.9% | -36.6% | +32.0% |
| 1Y | +91.4% | +120.9% | -29.5% | +28.2% |
| 3Y | +84.6% | +182.7% | -98.1% | +4.1% |
| All | +195.5% | +645.9% | -450.4% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling