+494.0%
TEAM vs USO
+90.4%
+403.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.6% | -4.6% | +0.7% |
| 7D | -7.8% | +11.5% | -19.2% | -8.3% |
| 30D | +16.5% | +24.1% | -7.6% | +15.1% |
| 3M | +96.2% | +17.9% | +78.2% | +93.8% |
| 6M | +130.2% | +49.6% | +80.6% | +121.9% |
| YTD | +10.7% | +129.0% | -118.3% | +2.7% |
| 1Y | +3.0% | +112.0% | -109.0% | -3.9% |
| 3Y | -13.1% | +102.3% | -115.4% | -19.2% |
| 5Y | -52.7% | +224.5% | -277.3% | -58.5% |
| All | +494.0% | +90.4% | +403.7% | +446.8% |
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