+91.4%
USO vs STLD
+89.3%
+2.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.4% |
| 7D | +9.5% | +3.1% | +6.3% | +10.2% |
| 30D | +23.6% | -9.0% | +32.6% | +21.3% |
| 3M | +3.8% | -12.4% | +16.2% | +0.4% |
| 6M | +55.0% | +25.5% | +29.5% | +70.1% |
| YTD | +105.3% | +43.6% | +61.6% | +123.7% |
| 1Y | +91.4% | +87.2% | +4.2% | +107.1% |
| All | +91.4% | +89.3% | +2.1% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 1y: compounded portfolio wealth divided by compounded STLD 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…
1y analysis · Full analysis span regression · 6 months rolling