+129.4%
LITE vs USO
+99.3%
+30.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.9% | +14.6% | +9.9% |
| 7D | -12.9% | -9.1% | -3.8% | -14.2% |
| 30D | -46.0% | -3.7% | -42.2% | -45.8% |
| 3M | -33.0% | +20.9% | -53.9% | -29.2% |
| 6M | -34.0% | +6.8% | -40.8% | -31.6% |
| YTD | +61.7% | +106.3% | -44.5% | +108.8% |
| All | +129.4% | +99.3% | +30.1% | +203.8% |
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