+232.7%
LITE vs USO
+102.2%
+130.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -8.1% | +0.2% | -9.3% |
| 7D | -31.4% | -12.7% | -18.7% | -33.4% |
| 30D | -42.6% | +1.0% | -43.6% | -41.9% |
| 3M | -26.2% | +25.6% | -51.8% | -21.2% |
| 6M | -35.8% | -1.5% | -34.3% | -35.8% |
| YTD | +70.0% | +110.3% | -40.2% | +137.7% |
| 1Y | +232.7% | +102.2% | +130.6% | +370.5% |
| All | +232.7% | +102.2% | +130.6% | +370.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling