+543.5%
CIEN vs USO
+213.6%
+329.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +4.4% |
| 7D | +8.9% | +9.1% | -0.2% | +9.0% |
| 30D | -19.1% | +21.7% | -40.8% | -18.9% |
| 3M | -21.5% | +20.2% | -41.7% | -21.2% |
| 6M | +2.8% | +43.4% | -40.5% | +1.9% |
| YTD | +49.5% | +124.0% | -74.5% | +42.4% |
| 1Y | +163.8% | +112.2% | +51.6% | +152.5% |
| 3Y | +615.8% | +97.7% | +518.2% | +582.3% |
| All | +543.5% | +213.6% | +329.9% | +467.8% |
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