+68.5%
LIN vs USO
+162.8%
-94.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | +2.1% | -1.9% | +4.0% | +2.1% |
| 30D | +6.8% | -5.2% | +12.0% | +6.8% |
| 3M | +10.4% | +16.4% | -6.1% | +9.8% |
| 6M | +3.2% | +2.5% | +0.7% | +3.0% |
| YTD | +24.6% | +110.5% | -85.9% | +20.3% |
| 1Y | +24.4% | +108.4% | -84.0% | +20.1% |
| 3Y | +36.7% | +99.6% | -62.9% | +31.3% |
| All | +68.5% | +162.8% | -94.3% | +54.3% |
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