+1,312.5%
CLS vs USO
+86.9%
+1,225.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.9% | +2.8% | +5.5% |
| 7D | +12.8% | +3.6% | +9.2% | +12.6% |
| 30D | +3.8% | +23.8% | -20.0% | +2.8% |
| 3M | -14.6% | +8.1% | -22.7% | -14.7% |
| 6M | +32.2% | +34.3% | -2.0% | +24.0% |
| YTD | +11.6% | +111.1% | -99.5% | -11.9% |
| 1Y | +35.1% | +99.9% | -64.9% | +8.7% |
| 3Y | +1,312.5% | +86.5% | +1,226.0% | +985.9% |
| All | +1,312.5% | +86.9% | +1,225.7% | +985.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling