+214.1%
USO vs A
-16.2%
+230.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.4% | +4.1% | +2.7% |
| 7D | +6.2% | -4.4% | +10.6% | +6.2% |
| 30D | +19.1% | -2.7% | +21.8% | +19.1% |
| 3M | +14.2% | +7.0% | +7.2% | +14.3% |
| 6M | +43.7% | +24.6% | +19.1% | +43.8% |
| YTD | +116.8% | +7.0% | +109.8% | +118.8% |
| 1Y | +104.3% | +15.6% | +88.8% | +104.8% |
| 3Y | +91.5% | +29.9% | +61.6% | +87.6% |
| 5Y | +214.1% | -15.4% | +229.4% | +217.5% |
| All | +214.1% | -16.2% | +230.3% | +217.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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