+108.4%
USO vs BEN
+65.1%
+43.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | 0.0% |
| 7D | -1.9% | +6.8% | -8.7% | +2.9% |
| 30D | -5.2% | +18.0% | -23.2% | +7.2% |
| 3M | +16.4% | +7.5% | +9.0% | +23.6% |
| 6M | +2.5% | +14.7% | -12.2% | +15.4% |
| YTD | +110.5% | +56.1% | +54.4% | +177.2% |
| 1Y | +108.4% | +69.6% | +38.8% | +171.4% |
| All | +108.4% | +65.1% | +43.3% | +171.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling