-68.4%
CDE vs USO
-72.5%
+4.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.1% | +0.4% |
| 7D | -2.0% | +6.2% | -8.2% | -4.7% |
| 30D | +15.7% | +19.1% | -3.4% | +6.5% |
| 3M | +30.5% | +14.2% | +16.3% | +19.2% |
| 6M | -7.4% | +43.7% | -51.1% | -28.9% |
| YTD | +17.9% | +116.8% | -98.9% | -27.8% |
| 1Y | +46.7% | +104.3% | -57.6% | -8.0% |
| 3Y | +851.3% | +91.5% | +759.8% | +496.3% |
| 5Y | +202.9% | +214.1% | -11.1% | +39.0% |
| 10Y | +58.2% | +77.0% | -18.8% | -19.9% |
| All | -68.4% | -72.5% | +4.1% | -31.5% |
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