+16.0%
BX vs USO
+223.2%
-207.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.6% | -8.4% | -3.0% |
| 7D | -8.9% | +11.5% | -20.4% | -9.3% |
| 30D | -14.8% | +24.1% | -38.9% | -15.5% |
| 3M | +6.9% | +17.9% | -11.0% | +6.2% |
| 6M | +16.3% | +49.6% | -33.3% | +11.3% |
| YTD | -16.1% | +129.0% | -145.1% | -24.7% |
| 1Y | -26.8% | +112.0% | -138.8% | -33.7% |
| 3Y | +22.4% | +102.3% | -79.8% | +9.7% |
| 5Y | +16.0% | +224.5% | -208.5% | -20.0% |
| All | +16.0% | +223.2% | -207.2% | -20.0% |
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