+1,988.6%
NOW vs USO
-42.5%
+2,031.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.1% | +3.2% |
| 7D | -5.6% | -2.7% | -2.9% | -5.3% |
| 30D | -26.8% | -6.3% | -20.4% | -26.4% |
| 3M | -19.4% | +10.9% | -30.3% | -20.6% |
| 6M | +12.3% | +2.0% | +10.3% | +11.2% |
| YTD | -32.9% | +104.6% | -137.5% | -39.5% |
| 1Y | -40.3% | +94.5% | -134.8% | -45.9% |
| 3Y | -19.1% | +97.1% | -116.1% | -27.4% |
| 5Y | -24.4% | +151.6% | -176.0% | -35.7% |
| 10Y | +521.8% | +81.0% | +440.8% | +432.5% |
| All | +1,988.6% | -42.5% | +2,031.1% | +2,009.9% |
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 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