+82.0%
USO vs BEN
+56.6%
+25.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +9.1% | -3.1% | +12.2% | +9.6% |
| 30D | +21.7% | +0.2% | +21.5% | +21.5% |
| 3M | +20.2% | +6.8% | +13.4% | +18.3% |
| 6M | +43.4% | +38.1% | +5.3% | +33.4% |
| YTD | +124.0% | +44.3% | +79.6% | +105.8% |
| 1Y | +112.2% | +42.6% | +69.6% | +95.1% |
| 3Y | +97.7% | +52.3% | +45.3% | +74.8% |
| 5Y | +217.4% | +37.6% | +179.8% | +180.9% |
| All | +82.0% | +56.6% | +25.3% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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