+91.4%
USO vs ACI
-45.1%
+136.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.1% | +2.6% |
| 7D | +6.2% | -5.0% | +11.3% | +6.1% |
| 30D | +19.1% | -2.3% | +21.4% | +19.0% |
| 3M | +14.2% | -23.2% | +37.4% | +14.6% |
| 6M | +43.7% | -29.5% | +73.2% | +45.2% |
| YTD | +116.8% | -28.6% | +145.5% | +118.9% |
| 1Y | +104.3% | -34.0% | +138.4% | +106.6% |
| All | +91.4% | -45.1% | +136.4% | +93.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling