+213.2%
RSP vs USO
+79.0%
+134.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +0.7% | -10.6% | +11.3% | +1.9% |
| 30D | +3.7% | -4.6% | +8.2% | +4.0% |
| 3M | +0.7% | +12.3% | -11.7% | -1.1% |
| 6M | +9.0% | +5.9% | +3.2% | +7.3% |
| YTD | +16.7% | +104.5% | -87.8% | +2.9% |
| 1Y | +19.0% | +97.3% | -78.4% | +5.4% |
| 3Y | +64.7% | +97.0% | -32.3% | +43.9% |
| 5Y | +49.6% | +151.2% | -101.6% | +21.5% |
| All | +213.2% | +79.0% | +134.2% | +170.8% |
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