-0.9%
CCL vs USO
+213.6%
-214.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.7% | -4.9% | -1.8% |
| 7D | -4.4% | +6.2% | -10.6% | -3.5% |
| 30D | -18.2% | +19.1% | -37.3% | -16.1% |
| 3M | -17.7% | +14.2% | -31.9% | -15.4% |
| 6M | -13.0% | +43.7% | -56.7% | -10.4% |
| YTD | -24.5% | +116.8% | -141.3% | -23.9% |
| 1Y | -26.9% | +104.3% | -131.3% | -26.2% |
| 3Y | +50.8% | +91.5% | -40.8% | +51.5% |
| 5Y | -0.9% | +214.1% | -215.0% | -32.7% |
| All | -0.9% | +213.6% | -214.5% | -32.7% |
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