+234.1%
TER vs USO
+102.7%
+131.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.7% | +0.4% | +4.0% |
| 7D | +12.4% | +6.2% | +6.1% | +14.5% |
| 30D | +5.1% | +19.1% | -14.0% | +11.4% |
| 3M | +4.0% | +14.2% | -10.3% | +8.6% |
| 6M | +29.5% | +43.7% | -14.2% | +44.7% |
| YTD | +98.5% | +116.8% | -18.4% | +101.7% |
| 1Y | +234.1% | +104.3% | +129.7% | +250.0% |
| All | +234.1% | +102.7% | +131.4% | +250.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling