+579.5%
CEG vs USO
+131.0%
+448.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +11.8% | -2.7% | +14.5% | +12.1% |
| 30D | -6.5% | -6.3% | -0.2% | -5.9% |
| 3M | -1.2% | +10.9% | -12.0% | -2.8% |
| 6M | -8.0% | +2.0% | -10.1% | -9.2% |
| YTD | -21.9% | +104.6% | -126.4% | -35.3% |
| 1Y | -21.4% | +94.5% | -116.0% | -34.2% |
| 3Y | +130.0% | +97.1% | +32.9% | +90.4% |
| All | +579.5% | +131.0% | +448.5% | +418.1% |
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