+53.9%
F vs USO
+196.2%
-142.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +5.3% | +9.5% | -4.1% | +4.9% |
| 30D | +4.6% | +23.6% | -19.0% | +3.5% |
| 3M | -3.7% | +3.8% | -7.5% | -4.0% |
| 6M | +16.8% | +55.0% | -38.2% | +9.8% |
| YTD | +15.3% | +105.3% | -90.0% | +3.5% |
| 1Y | +31.0% | +91.4% | -60.4% | +18.7% |
| 3Y | +45.4% | +84.6% | -39.1% | +30.1% |
| All | +53.9% | +196.2% | -142.2% | +0.6% |
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