+82.0%
USO vs AGI
+392.3%
-310.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.2% |
| 7D | +9.1% | -2.7% | +11.9% | +9.3% |
| 30D | +21.7% | +7.2% | +14.4% | +21.1% |
| 3M | +20.2% | +4.3% | +16.0% | +19.6% |
| 6M | +43.4% | -27.1% | +70.5% | +45.4% |
| YTD | +124.0% | -6.6% | +130.6% | +121.8% |
| 1Y | +112.2% | +9.5% | +102.7% | +106.8% |
| 3Y | +97.7% | +208.4% | -110.8% | +75.5% |
| 5Y | +217.4% | +401.6% | -184.2% | +168.9% |
| All | +82.0% | +392.3% | -310.4% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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