+91.4%
USO vs BBY
+27.1%
+64.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | +0.4% |
| 7D | +9.5% | +9.5% | 0.0% | +11.0% |
| 30D | +23.6% | +6.8% | +16.7% | +25.0% |
| 3M | +3.8% | +28.9% | -25.0% | +7.6% |
| 6M | +55.0% | +37.8% | +17.2% | +64.1% |
| YTD | +105.3% | +38.7% | +66.5% | +116.5% |
| 1Y | +91.4% | +23.7% | +67.7% | +102.6% |
| All | +91.4% | +27.1% | +64.3% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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