+1,077.0%
TER vs USO
+79.0%
+998.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.3% | +8.3% |
| 7D | +5.9% | -2.7% | +8.6% | +6.1% |
| 30D | -30.8% | -6.3% | -24.4% | -30.4% |
| 3M | -29.9% | +10.9% | -40.8% | -31.1% |
| 6M | -27.5% | +2.0% | -29.5% | -28.3% |
| YTD | +37.5% | +104.6% | -67.1% | +17.2% |
| 1Y | +50.3% | +94.5% | -44.3% | +29.2% |
| 3Y | +204.9% | +97.1% | +107.8% | +158.8% |
| 5Y | +89.2% | +151.6% | -62.5% | +48.1% |
| 10Y | +1,077.0% | +81.0% | +996.0% | +910.2% |
| All | +1,077.0% | +79.0% | +998.0% | +910.2% |
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