+102.2%
USO vs TECK
+59.3%
+42.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.3% | -12.4% | -6.6% |
| 7D | -12.7% | +2.3% | -15.0% | -11.7% |
| 30D | +1.0% | -5.0% | +6.0% | -0.1% |
| 3M | +25.6% | -0.3% | +25.9% | +26.6% |
| 6M | -1.5% | +13.9% | -15.3% | +6.3% |
| YTD | +110.3% | +35.2% | +75.0% | +137.5% |
| 1Y | +102.2% | +57.5% | +44.6% | +132.3% |
| All | +102.2% | +59.3% | +42.9% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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