-5.9%
TLT vs USO
+114.0%
-119.9%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.6% | -6.8% | -0.7% |
| 7D | -1.6% | +11.5% | -13.0% | -0.6% |
| 30D | -1.3% | +24.1% | -25.5% | +0.5% |
| 3M | -3.7% | +17.9% | -21.7% | -2.0% |
| 6M | -6.4% | +49.6% | -56.0% | -2.8% |
| YTD | -4.5% | +129.0% | -133.5% | +2.4% |
| 1Y | -5.9% | +112.0% | -117.9% | +0.2% |
| All | -5.9% | +114.0% | -119.9% | +0.2% |
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 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