+32.6%
NET vs USO
+153.7%
-121.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.1% | +5.5% | -1.6% |
| 7D | -16.4% | -12.7% | -3.7% | -15.0% |
| 30D | -25.8% | +1.0% | -26.8% | -25.9% |
| 3M | -11.5% | +25.6% | -37.1% | -14.1% |
| 6M | +18.9% | -1.5% | +20.4% | +18.3% |
| YTD | +35.2% | +110.3% | -75.0% | +19.3% |
| 1Y | +14.5% | +102.2% | -87.7% | +1.6% |
| 3Y | +313.8% | +94.3% | +219.5% | +264.7% |
| 5Y | +32.6% | +164.8% | -132.2% | +10.6% |
| All | +32.6% | +153.7% | -121.2% | +10.6% |
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