+1,587.5%
LITE vs USO
+75.1%
+1,512.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.7% |
| 7D | -13.9% | -10.6% | -3.3% | -12.7% |
| 30D | -46.9% | -4.6% | -42.4% | -46.6% |
| 3M | -28.0% | +12.3% | -40.4% | -29.4% |
| 6M | -35.2% | +5.9% | -41.1% | -36.2% |
| YTD | +58.9% | +104.5% | -45.7% | +36.5% |
| 1Y | +125.3% | +97.3% | +28.0% | +94.9% |
| 3Y | +1,344.4% | +97.0% | +1,247.4% | +1,140.0% |
| 5Y | +541.2% | +151.2% | +390.0% | +409.4% |
| 10Y | +1,587.5% | +76.1% | +1,511.4% | +1,513.1% |
| All | +1,587.5% | +75.1% | +1,512.5% | +1,513.1% |
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