+6.8%
NOW vs USO
+196.2%
-189.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -2.4% | +9.5% | -11.8% | -2.9% |
| 30D | +20.5% | +23.6% | -3.1% | +19.1% |
| 3M | +18.3% | +3.8% | +14.5% | +18.0% |
| 6M | +24.1% | +55.0% | -31.0% | +18.3% |
| YTD | -7.8% | +105.3% | -113.1% | -14.6% |
| 1Y | -21.4% | +91.4% | -112.8% | -26.7% |
| 3Y | +19.5% | +84.6% | -65.0% | +10.8% |
| All | +6.8% | +196.2% | -189.3% | -16.9% |
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