+40.6%
CVX vs USO
+111.6%
-71.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.3% |
| 7D | +2.6% | +9.1% | -6.5% | -0.1% |
| 30D | +9.8% | +21.7% | -11.8% | +3.4% |
| 3M | +16.2% | +20.2% | -4.0% | +9.1% |
| 6M | +13.6% | +43.4% | -29.7% | +1.2% |
| YTD | +44.4% | +124.0% | -79.6% | +5.5% |
| 1Y | +40.6% | +112.2% | -71.6% | +5.3% |
| All | +40.6% | +111.6% | -71.0% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling