+790.0%
NOW vs USO
+70.4%
+719.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.9% | -7.9% | -5.3% |
| 7D | -6.1% | +3.6% | -9.6% | -6.4% |
| 30D | +7.5% | +23.8% | -16.3% | +5.1% |
| 3M | +17.5% | +8.1% | +9.5% | +16.1% |
| 6M | +7.9% | +34.3% | -26.3% | +3.2% |
| YTD | -12.4% | +111.1% | -123.5% | -21.0% |
| 1Y | -28.6% | +99.9% | -128.5% | -35.2% |
| 3Y | +11.8% | +86.5% | -74.7% | +1.3% |
| 5Y | +2.6% | +200.5% | -197.9% | -14.7% |
| 10Y | +790.0% | +66.5% | +723.4% | +707.2% |
| All | +790.0% | +70.4% | +719.6% | +707.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling