+58.9%
IBIT vs USO
+108.7%
-49.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.6% | -1.4% |
| 7D | -2.4% | -9.1% | +6.7% | -2.6% |
| 30D | -9.1% | -3.7% | -5.3% | -9.2% |
| 3M | +15.0% | +20.9% | -5.9% | +15.1% |
| 6M | -6.9% | +6.8% | -13.7% | -6.8% |
| YTD | -14.8% | +106.3% | -121.0% | -21.6% |
| 1Y | -28.1% | +100.2% | -128.3% | -33.6% |
| All | +58.9% | +108.7% | -49.8% | +44.4% |
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 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