+64.8%
SLB vs USO
+149.4%
-84.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.9% | +4.8% | +2.5% |
| 7D | -3.7% | -9.1% | +5.4% | -0.1% |
| 30D | +2.9% | -3.7% | +6.7% | +4.1% |
| 3M | +0.2% | +20.9% | -20.7% | -8.9% |
| 6M | -4.4% | +6.8% | -11.2% | -9.9% |
| YTD | +33.4% | +106.3% | -72.9% | -20.0% |
| 1Y | +40.8% | +100.2% | -59.4% | -14.1% |
| 3Y | +3.2% | +103.1% | -99.9% | -39.9% |
| 5Y | +64.8% | +146.1% | -81.3% | -16.0% |
| All | +64.8% | +149.4% | -84.6% | -16.0% |
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