+580.4%
LITE vs USO
+161.7%
+418.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.3% | -6.9% | -3.7% |
| 7D | +22.6% | -1.4% | +24.0% | +22.6% |
| 30D | -36.8% | -4.6% | -32.2% | -36.5% |
| 3M | -33.0% | +14.7% | -47.8% | -33.4% |
| 6M | -37.1% | +1.2% | -38.3% | -37.0% |
| YTD | +69.5% | +111.2% | -41.7% | +53.5% |
| 1Y | +146.1% | +109.3% | +36.8% | +123.3% |
| 3Y | +1,440.8% | +103.5% | +1,337.4% | +1,297.4% |
| 5Y | +580.4% | +160.9% | +419.5% | +499.7% |
| All | +580.4% | +161.7% | +418.7% | +499.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling