+33.1%
KRE vs USO
+223.2%
-190.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.6% | -5.1% | +0.2% |
| 7D | -1.4% | +11.5% | -12.9% | -2.0% |
| 30D | -3.9% | +24.1% | -28.0% | -5.1% |
| 3M | +3.6% | +17.9% | -14.3% | +2.7% |
| 6M | +15.4% | +49.6% | -34.2% | +10.5% |
| YTD | +15.2% | +129.0% | -113.8% | +4.0% |
| 1Y | +16.5% | +112.0% | -95.5% | +6.1% |
| 3Y | +85.2% | +102.3% | -17.1% | +67.3% |
| 5Y | +33.1% | +224.5% | -191.5% | -9.9% |
| All | +33.1% | +223.2% | -190.1% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling