+102.2%
USO vs ACWI
+14.9%
+87.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.7% | -9.7% | -5.4% |
| 7D | -12.7% | -0.5% | -12.2% | -13.1% |
| 30D | +1.0% | -1.6% | +2.6% | -1.3% |
| 3M | +25.6% | -1.3% | +26.9% | +24.1% |
| 6M | -1.5% | +5.8% | -7.3% | +11.0% |
| YTD | +110.3% | +12.7% | +97.5% | +162.8% |
| 1Y | +102.2% | +15.0% | +87.1% | +152.5% |
| All | +102.2% | +14.9% | +87.3% | +152.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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