+686.8%
CVX vs USO
-72.5%
+759.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.8% | +0.8% |
| 7D | +1.0% | +6.2% | -5.3% | -1.6% |
| 30D | +10.7% | +19.1% | -8.4% | +2.6% |
| 3M | +15.5% | +14.2% | +1.3% | +8.1% |
| 6M | +14.9% | +43.7% | -28.9% | -4.6% |
| YTD | +44.2% | +116.8% | -72.6% | -0.7% |
| 1Y | +43.5% | +104.3% | -60.8% | +1.2% |
| 3Y | +45.0% | +91.5% | -46.6% | +2.5% |
| 5Y | +172.2% | +214.1% | -41.9% | +50.2% |
| 10Y | +221.9% | +77.0% | +144.9% | +105.7% |
| All | +686.8% | -72.5% | +759.4% | +993.1% |
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 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