+1,533.3%
LITE vs USO
+75.9%
+1,457.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.9% | +14.6% | +11.2% |
| 7D | -12.9% | -9.1% | -3.8% | -11.9% |
| 30D | -46.0% | -3.7% | -42.2% | -45.7% |
| 3M | -33.0% | +20.9% | -53.9% | -35.0% |
| 6M | -34.0% | +6.8% | -40.8% | -35.1% |
| YTD | +61.7% | +106.3% | -44.5% | +38.7% |
| 1Y | +148.3% | +100.2% | +48.1% | +114.2% |
| 3Y | +1,408.5% | +103.1% | +1,305.4% | +1,187.7% |
| 5Y | +546.2% | +146.1% | +400.1% | +415.2% |
| 10Y | +1,533.3% | +73.5% | +1,459.8% | +1,420.7% |
| All | +1,533.3% | +75.9% | +1,457.5% | +1,420.7% |
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