+32.2%
CVS vs USO
+213.6%
-181.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.6% |
| 7D | -2.2% | +9.1% | -11.3% | -2.3% |
| 30D | -0.1% | +21.7% | -21.7% | -0.5% |
| 3M | -5.2% | +20.2% | -25.4% | -5.7% |
| 6M | +26.9% | +43.4% | -16.5% | +25.3% |
| YTD | +22.1% | +124.0% | -101.9% | +18.5% |
| 1Y | +30.8% | +112.2% | -81.4% | +27.3% |
| 3Y | +54.4% | +97.7% | -43.3% | +50.2% |
| All | +32.2% | +213.6% | -181.3% | +16.5% |
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