+156.7%
LITE vs USO
+95.3%
+61.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | 0.0% | +10.7% | +10.7% |
| 7D | +3.4% | -2.7% | +6.1% | +3.0% |
| 30D | -34.9% | -6.3% | -28.6% | -35.2% |
| 3M | -21.0% | +10.9% | -31.9% | -18.3% |
| 6M | -38.5% | +2.0% | -40.5% | -36.9% |
| YTD | +75.8% | +104.6% | -28.7% | +124.3% |
| 1Y | +156.7% | +94.5% | +62.1% | +243.3% |
| All | +156.7% | +95.3% | +61.4% | +243.3% |
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 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