+66.7%
IBIT vs USO
+113.7%
-47.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.9% | -4.7% | -1.8% |
| 7D | +1.4% | +3.6% | -2.1% | +1.5% |
| 30D | +20.6% | +23.8% | -3.2% | +20.8% |
| 3M | +23.7% | +8.1% | +15.6% | +24.0% |
| 6M | +15.0% | +34.3% | -19.3% | +13.1% |
| YTD | -10.6% | +111.1% | -121.7% | -17.6% |
| 1Y | -30.3% | +99.9% | -130.2% | -35.4% |
| All | +66.7% | +113.7% | -47.0% | +51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling