+214.1%
USO vs MUB
+1.5%
+212.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.1% |
| 7D | +6.2% | -0.7% | +7.0% | +5.5% |
| 30D | +19.1% | -2.0% | +21.1% | +16.7% |
| 3M | +14.2% | -2.5% | +16.8% | +11.6% |
| 6M | +43.7% | -2.3% | +46.1% | +41.3% |
| YTD | +116.8% | -1.3% | +118.1% | +114.0% |
| 1Y | +104.3% | +1.1% | +103.2% | +103.4% |
| 3Y | +91.5% | +8.2% | +83.3% | +95.0% |
| 5Y | +214.1% | +1.5% | +212.6% | +165.6% |
| All | +214.1% | +1.5% | +212.6% | +165.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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