+152.5%
KRE vs USO
-72.6%
+225.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.9% | -4.1% | -1.9% |
| 7D | +2.3% | +3.6% | -1.2% | +1.5% |
| 30D | -2.5% | +23.8% | -26.3% | -7.0% |
| 3M | +6.2% | +8.1% | -1.8% | +3.5% |
| 6M | +15.8% | +34.3% | -18.4% | +5.2% |
| YTD | +16.0% | +111.1% | -95.1% | -6.1% |
| 1Y | +16.2% | +99.9% | -83.8% | -5.0% |
| 3Y | +86.4% | +86.5% | -0.1% | +51.6% |
| 5Y | +33.0% | +200.5% | -167.6% | -8.2% |
| 10Y | +123.0% | +66.5% | +56.4% | +66.3% |
| All | +152.5% | -72.6% | +225.1% | +123.4% |
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