+1,500.5%
CIEN vs USO
+86.2%
+1,414.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +4.7% |
| 7D | +8.9% | +9.1% | -0.2% | +8.1% |
| 30D | -19.1% | +21.7% | -40.8% | -20.5% |
| 3M | -21.5% | +20.2% | -41.7% | -23.0% |
| 6M | +2.8% | +43.4% | -40.5% | -2.2% |
| YTD | +49.5% | +124.0% | -74.5% | +33.2% |
| 1Y | +163.8% | +112.2% | +51.6% | +136.7% |
| 3Y | +615.8% | +97.7% | +518.2% | +541.4% |
| 5Y | +548.4% | +217.4% | +331.0% | +428.6% |
| All | +1,500.5% | +86.2% | +1,414.3% | +1,343.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling