+214.1%
USO vs BB
-25.5%
+239.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +2.7% |
| 7D | +6.2% | +1.8% | +4.4% | +6.2% |
| 30D | +19.1% | -12.2% | +31.3% | +19.4% |
| 3M | +14.2% | -12.3% | +26.5% | +14.2% |
| 6M | +43.7% | +122.7% | -79.0% | +40.1% |
| YTD | +116.8% | +104.5% | +12.4% | +111.8% |
| 1Y | +104.3% | +106.7% | -2.3% | +99.4% |
| 3Y | +91.5% | +70.0% | +21.6% | +87.5% |
| 5Y | +214.1% | -27.8% | +241.8% | +241.4% |
| All | +214.1% | -25.5% | +239.6% | +241.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling