+139.2%
SLB vs USO
+198.8%
-59.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -2.0% |
| 7D | +0.4% | +3.6% | -3.1% | -1.1% |
| 30D | +13.6% | +23.8% | -10.2% | +3.0% |
| 3M | +1.5% | +8.1% | -6.6% | -3.5% |
| 6M | +23.0% | +34.3% | -11.2% | -1.2% |
| YTD | +51.2% | +111.1% | -59.9% | -10.1% |
| 1Y | +63.5% | +99.9% | -36.4% | +0.4% |
| 3Y | +2.5% | +86.5% | -84.0% | -36.3% |
| 5Y | +139.2% | +200.5% | -61.3% | -2.8% |
| All | +139.2% | +198.8% | -59.6% | -2.8% |
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 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