+971.8%
ON vs USO
-74.0%
+1,045.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +2.4% | +9.5% | -7.0% | -0.2% |
| 30D | -3.3% | +23.6% | -26.9% | -9.1% |
| 3M | -43.6% | +3.8% | -47.4% | -44.8% |
| 6M | +19.0% | +55.0% | -36.1% | -0.1% |
| YTD | +37.4% | +105.3% | -67.9% | +5.0% |
| 1Y | +54.8% | +91.4% | -36.6% | +20.4% |
| 3Y | -25.2% | +84.6% | -109.7% | -42.5% |
| 5Y | +62.7% | +191.7% | -129.0% | +1.8% |
| 10Y | +574.3% | +73.3% | +501.1% | +358.4% |
| All | +971.8% | -74.0% | +1,045.8% | +1,068.3% |
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