+2.1%
SLB vs USO
+81.7%
-79.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +0.8% | +9.5% | -8.6% | -1.6% |
| 30D | +15.8% | +23.6% | -7.7% | +9.4% |
| 3M | -0.3% | +3.8% | -4.2% | -2.1% |
| 6M | +21.3% | +55.0% | -33.7% | -3.4% |
| YTD | +52.3% | +105.3% | -53.0% | +3.4% |
| 1Y | +63.6% | +91.4% | -27.8% | +15.1% |
| All | +2.1% | +81.7% | -79.5% | -28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling