+25.3%
F vs USO
+98.7%
-73.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.9% | -7.1% | -3.7% |
| 7D | +1.2% | +3.6% | -2.4% | +1.9% |
| 30D | +1.2% | +23.8% | -22.5% | +5.8% |
| 3M | -5.7% | +8.1% | -13.7% | -4.4% |
| 6M | +17.9% | +34.3% | -16.3% | +24.9% |
| YTD | +10.4% | +111.1% | -100.7% | +21.6% |
| 1Y | +25.3% | +99.9% | -74.6% | +37.7% |
| All | +25.3% | +98.7% | -73.4% | +37.7% |
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