+1,929.4%
CLS vs USO
+79.0%
+1,850.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | 0.0% | +8.5% | +8.5% |
| 7D | +2.8% | -2.7% | +5.5% | +3.1% |
| 30D | -30.1% | -6.3% | -23.8% | -29.3% |
| 3M | -21.7% | +10.9% | -32.6% | -23.8% |
| 6M | -36.2% | +2.0% | -38.3% | -37.5% |
| YTD | -17.8% | +104.6% | -122.4% | -34.7% |
| 1Y | -26.8% | +94.5% | -121.3% | -41.0% |
| 3Y | +853.4% | +97.1% | +756.3% | +659.8% |
| 5Y | +2,005.0% | +151.6% | +1,853.4% | +1,410.9% |
| 10Y | +1,929.4% | +81.0% | +1,848.4% | +1,417.2% |
| All | +1,929.4% | +79.0% | +1,850.4% | +1,417.2% |
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