+69.8%
IBIT vs USO
+107.7%
-37.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +3.0% | +9.5% | -6.4% | +3.1% |
| 30D | +23.1% | +23.6% | -0.5% | +23.3% |
| 3M | +25.6% | +3.8% | +21.8% | +25.9% |
| 6M | +9.1% | +55.0% | -45.9% | +4.8% |
| YTD | -8.9% | +105.3% | -114.2% | -16.1% |
| 1Y | -27.5% | +91.4% | -118.8% | -32.7% |
| All | +69.8% | +107.7% | -37.8% | +54.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling