+383.3%
CVS vs USO
-74.0%
+457.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +4.0% | +9.5% | -5.5% | +2.9% |
| 30D | -2.4% | +23.6% | -26.0% | -4.7% |
| 3M | +2.7% | +3.8% | -1.2% | +1.8% |
| 6M | +21.9% | +55.0% | -33.2% | +14.6% |
| YTD | +24.7% | +105.3% | -80.5% | +13.2% |
| 1Y | +35.4% | +91.4% | -55.9% | +23.8% |
| 3Y | +65.2% | +84.6% | -19.4% | +49.9% |
| 5Y | +30.5% | +191.7% | -161.2% | +9.3% |
| 10Y | +40.4% | +73.3% | -32.9% | +20.5% |
| All | +383.3% | -74.0% | +457.3% | +399.3% |
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