+417.3%
LIN vs USO
+75.9%
+341.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.9% | +4.9% | +1.3% |
| 7D | +0.1% | -9.1% | +9.2% | +0.9% |
| 30D | +7.6% | -3.7% | +11.3% | +7.8% |
| 3M | +6.5% | +20.9% | -14.4% | +4.2% |
| 6M | +6.2% | +6.8% | -0.6% | +4.7% |
| YTD | +23.2% | +106.3% | -83.0% | +11.8% |
| 1Y | +25.4% | +100.2% | -74.8% | +14.1% |
| 3Y | +38.3% | +103.1% | -64.8% | +23.9% |
| 5Y | +64.4% | +146.1% | -81.7% | +39.6% |
| 10Y | +417.3% | +73.5% | +343.8% | +367.9% |
| All | +417.3% | +75.9% | +341.4% | +367.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling