+51.5%
RSP vs USO
+198.8%
-147.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -1.1% |
| 7D | -0.4% | +3.6% | -4.0% | -0.5% |
| 30D | -1.5% | +23.8% | -25.3% | -2.4% |
| 3M | +4.8% | +8.1% | -3.3% | +4.4% |
| 6M | +10.3% | +34.3% | -24.0% | +7.5% |
| YTD | +14.1% | +111.1% | -97.1% | +6.4% |
| 1Y | +17.0% | +99.9% | -82.9% | +9.6% |
| 3Y | +54.2% | +86.5% | -32.3% | +43.9% |
| 5Y | +51.5% | +200.5% | -149.0% | +20.5% |
| All | +51.5% | +198.8% | -147.3% | +20.5% |
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