+478.9%
USO vs ACI
+17.4%
+461.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.3% | +6.9% | +5.7% |
| 7D | +11.5% | -7.1% | +18.5% | +11.8% |
| 30D | +24.1% | -4.5% | +28.6% | +24.3% |
| 3M | +17.9% | -22.3% | +40.2% | +19.2% |
| 6M | +49.6% | -28.4% | +78.0% | +52.3% |
| YTD | +129.0% | -29.5% | +158.5% | +133.2% |
| 1Y | +112.0% | -34.2% | +146.2% | +116.8% |
| 3Y | +102.3% | -45.7% | +147.9% | +109.4% |
| 5Y | +224.5% | -40.8% | +265.3% | +229.3% |
| All | +478.9% | +17.4% | +461.5% | +450.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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