+5,083.9%
LITE vs USO
+7.9%
+5,075.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -1.5% | +9.5% | -11.0% | -2.7% |
| 30D | +6.7% | +23.6% | -16.9% | +3.7% |
| 3M | -6.8% | +3.8% | -10.6% | -7.5% |
| 6M | +29.4% | +55.0% | -25.6% | +18.9% |
| YTD | +139.1% | +105.3% | +33.8% | +108.8% |
| 1Y | +521.0% | +91.4% | +429.6% | +448.5% |
| 3Y | +1,535.3% | +84.6% | +1,450.7% | +1,339.6% |
| 5Y | +889.8% | +191.7% | +698.1% | +688.7% |
| 10Y | +2,400.7% | +73.3% | +2,327.4% | +2,058.1% |
| All | +5,083.9% | +7.9% | +5,075.9% | +3,187.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling