+349.6%
CVS vs USO
-73.3%
+422.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +6.6% | -1.9% | +8.5% | +6.8% |
| 30D | -0.4% | -5.2% | +4.8% | +0.2% |
| 3M | -5.3% | +16.4% | -21.7% | -6.9% |
| 6M | -7.7% | +2.5% | -10.2% | -8.4% |
| YTD | +16.0% | +110.5% | -94.5% | +5.0% |
| 1Y | +16.2% | +108.4% | -92.2% | +5.2% |
| 3Y | +47.6% | +99.6% | -52.1% | +32.7% |
| 5Y | +12.3% | +160.1% | -147.7% | -4.4% |
| 10Y | +62.4% | +86.3% | -23.9% | +38.2% |
| All | +349.6% | -73.3% | +422.9% | +362.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling