+901.5%
LITE vs USO
+196.2%
+705.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -1.5% | +9.5% | -11.0% | -2.0% |
| 30D | +6.7% | +23.6% | -16.9% | +5.4% |
| 3M | -6.8% | +3.8% | -10.6% | -6.8% |
| 6M | +29.4% | +55.0% | -25.6% | +22.9% |
| YTD | +139.1% | +105.3% | +33.8% | +116.1% |
| 1Y | +521.0% | +91.4% | +429.6% | +467.7% |
| 3Y | +1,535.3% | +84.6% | +1,450.7% | +1,386.5% |
| All | +901.5% | +196.2% | +705.4% | +749.2% |
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