+521.0%
LITE vs USO
+92.2%
+428.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -1.5% | +9.5% | -11.0% | +0.2% |
| 30D | +6.7% | +23.6% | -16.9% | +11.3% |
| 3M | -6.8% | +3.8% | -10.6% | -5.3% |
| 6M | +29.4% | +55.0% | -25.6% | +55.3% |
| YTD | +139.1% | +105.3% | +33.8% | +178.4% |
| 1Y | +521.0% | +91.4% | +429.6% | +637.2% |
| All | +521.0% | +92.2% | +428.8% | +637.2% |
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