+70.8%
CDNS vs USO
+223.2%
-152.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.6% | -5.5% | 0.0% |
| 7D | -6.5% | +11.5% | -18.0% | -6.8% |
| 30D | -13.0% | +24.1% | -37.1% | -13.5% |
| 3M | -26.0% | +17.9% | -43.9% | -26.3% |
| 6M | -2.8% | +49.6% | -52.5% | -5.6% |
| YTD | -8.8% | +129.0% | -137.8% | -15.3% |
| 1Y | -15.8% | +112.0% | -127.8% | -21.2% |
| 3Y | +19.7% | +102.3% | -82.5% | +11.6% |
| 5Y | +70.8% | +224.5% | -153.8% | +32.9% |
| All | +70.8% | +223.2% | -152.5% | +32.9% |
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