-56.6%
FIG vs USO
+114.0%
-170.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.6% | -5.0% | +0.8% |
| 7D | -12.2% | +11.5% | -23.7% | -11.8% |
| 30D | -11.0% | +24.1% | -35.1% | -10.1% |
| 3M | +11.9% | +17.9% | -6.1% | +12.5% |
| 6M | -21.9% | +49.6% | -71.5% | -20.0% |
| YTD | -40.8% | +129.0% | -169.8% | -43.6% |
| 1Y | -56.6% | +112.0% | -168.6% | -57.4% |
| All | -56.6% | +114.0% | -170.7% | -57.4% |
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