+130.0%
CVX vs USO
+162.8%
-32.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.8% |
| 7D | +3.4% | -1.9% | +5.3% | +4.1% |
| 30D | -1.0% | -5.2% | +4.2% | +0.9% |
| 3M | +12.2% | +16.4% | -4.2% | +5.2% |
| 6M | +20.3% | +2.5% | +17.9% | +17.6% |
| YTD | +48.3% | +110.5% | -62.2% | +4.6% |
| 1Y | +46.9% | +108.4% | -61.5% | +4.0% |
| 3Y | +73.1% | +99.6% | -26.5% | +21.7% |
| All | +130.0% | +162.8% | -32.8% | +43.1% |
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