-32.3%
IBIT vs USO
+114.0%
-146.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.6% | -7.0% | -0.9% |
| 7D | -5.8% | +11.5% | -17.2% | -4.9% |
| 30D | +21.5% | +24.1% | -2.6% | +23.7% |
| 3M | +24.5% | +17.9% | +6.6% | +26.6% |
| 6M | +10.0% | +49.6% | -39.6% | +11.3% |
| YTD | -12.0% | +129.0% | -141.0% | -19.0% |
| 1Y | -32.3% | +112.0% | -144.3% | -37.7% |
| All | -32.3% | +114.0% | -146.3% | -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