+1,008.9%
BE vs USO
+27.8%
+981.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.9% | +6.8% | +8.9% |
| 7D | +29.8% | +3.6% | +26.2% | +28.7% |
| 30D | +26.4% | +23.8% | +2.6% | +19.2% |
| 3M | +9.3% | +8.1% | +1.3% | +5.8% |
| 6M | +105.1% | +34.3% | +70.8% | +82.0% |
| YTD | +219.0% | +111.1% | +107.9% | +141.3% |
| 1Y | +418.8% | +99.9% | +318.8% | +297.4% |
| 3Y | +1,784.6% | +86.5% | +1,698.1% | +1,332.5% |
| 5Y | +1,251.0% | +200.5% | +1,050.4% | +711.4% |
| All | +1,008.9% | +27.8% | +981.1% | +671.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling