+66.5%
USO vs ALLE
+148.2%
-81.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.5% | +3.0% |
| 7D | +3.6% | +2.8% | +0.8% | +3.1% |
| 30D | +23.8% | -7.6% | +31.4% | +25.4% |
| 3M | +8.1% | +22.8% | -14.7% | +3.5% |
| 6M | +34.3% | +4.6% | +29.7% | +32.1% |
| YTD | +111.1% | -1.2% | +112.4% | +109.8% |
| 1Y | +99.9% | -9.1% | +109.1% | +102.1% |
| 3Y | +86.5% | +50.0% | +36.5% | +62.8% |
| 5Y | +200.5% | +15.2% | +185.3% | +180.3% |
| 10Y | +66.5% | +151.1% | -84.5% | +35.5% |
| All | +66.5% | +148.2% | -81.7% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling