+1,218.2%
BE vs USO
+223.2%
+994.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.6% | -9.6% | -4.6% |
| 7D | +9.7% | +11.5% | -1.7% | +8.4% |
| 30D | +22.4% | +24.1% | -1.7% | +19.4% |
| 3M | +10.4% | +17.9% | -7.6% | +8.1% |
| 6M | +67.9% | +49.6% | +18.2% | +56.4% |
| YTD | +197.5% | +129.0% | +68.5% | +149.9% |
| 1Y | +310.6% | +112.0% | +198.6% | +249.3% |
| 3Y | +1,657.2% | +102.3% | +1,555.0% | +1,381.6% |
| 5Y | +1,218.2% | +224.5% | +993.6% | +730.0% |
| All | +1,218.2% | +223.2% | +994.9% | +730.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 USO 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