+576.0%
RKLB vs USO
+383.1%
+192.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.9% | -0.4% | +2.6% |
| 7D | +5.3% | +3.6% | +1.8% | +5.4% |
| 30D | -20.5% | +23.8% | -44.3% | -20.2% |
| 3M | -42.0% | +8.1% | -50.1% | -41.8% |
| 6M | -6.0% | +34.3% | -40.3% | -7.5% |
| YTD | -5.6% | +111.1% | -116.7% | -11.0% |
| 1Y | +38.0% | +99.9% | -61.9% | +30.6% |
| 3Y | +962.4% | +86.5% | +875.9% | +896.4% |
| 5Y | +336.5% | +200.5% | +136.0% | +334.4% |
| All | +576.0% | +383.1% | +192.9% | +639.1% |
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