+171.6%
BKR vs USO
+213.6%
-42.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.2% |
| 7D | -7.0% | +9.1% | -16.1% | -10.2% |
| 30D | -8.1% | +21.7% | -29.8% | -14.9% |
| 3M | -6.6% | +20.2% | -26.9% | -14.3% |
| 6M | +0.9% | +43.4% | -42.5% | -17.8% |
| YTD | +31.1% | +124.0% | -92.9% | -16.6% |
| 1Y | +27.7% | +112.2% | -84.5% | -16.5% |
| 3Y | +71.2% | +97.7% | -26.4% | +13.1% |
| All | +171.6% | +213.6% | -42.0% | +26.0% |
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