+1,057.8%
TER vs USO
+87.7%
+970.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.3% | -4.0% | -1.1% |
| 7D | +24.0% | -1.4% | +25.4% | +24.1% |
| 30D | -30.6% | -4.6% | -26.1% | -30.4% |
| 3M | -34.5% | +14.7% | -49.2% | -35.8% |
| 6M | -26.4% | +1.2% | -27.6% | -27.1% |
| YTD | +36.4% | +111.2% | -74.8% | +16.0% |
| 1Y | +47.4% | +109.3% | -61.9% | +25.4% |
| 3Y | +202.6% | +103.5% | +99.1% | +156.0% |
| 5Y | +83.9% | +160.9% | -77.0% | +43.4% |
| All | +1,057.8% | +87.7% | +970.1% | +889.0% |
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 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