+94.5%
USO vs ARWR
+25.1%
+69.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | +0.1% |
| 7D | -2.7% | -19.9% | +17.2% | -6.1% |
| 30D | -6.3% | -18.7% | +12.4% | -9.2% |
| 3M | +10.9% | -44.7% | +55.5% | +0.9% |
| 6M | +2.0% | -36.5% | +38.5% | -4.1% |
| YTD | +104.6% | -25.7% | +130.2% | +103.7% |
| 1Y | +94.5% | +18.9% | +75.6% | +92.8% |
| All | +94.5% | +25.1% | +69.4% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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