-68.3%
U vs USO
+213.6%
-281.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -0.6% |
| 7D | +4.4% | +6.2% | -1.9% | +4.1% |
| 30D | -1.3% | +19.1% | -20.4% | -2.1% |
| 3M | +49.6% | +14.2% | +35.4% | +48.4% |
| 6M | +100.2% | +43.7% | +56.4% | +92.3% |
| YTD | -3.7% | +116.8% | -120.5% | -12.7% |
| 1Y | -6.5% | +104.3% | -110.9% | -14.6% |
| 3Y | +12.9% | +91.5% | -78.6% | +2.1% |
| 5Y | -68.3% | +214.1% | -282.4% | -77.4% |
| All | -68.3% | +213.6% | -281.9% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling