+99.6%
USO vs BEN
+86.4%
+13.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.3% |
| 7D | -1.9% | +6.8% | -8.7% | -0.9% |
| 30D | -5.2% | +18.0% | -23.2% | -2.9% |
| 3M | +16.4% | +7.5% | +9.0% | +18.0% |
| 6M | +2.5% | +14.7% | -12.2% | +4.6% |
| YTD | +110.5% | +56.1% | +54.4% | +114.7% |
| 1Y | +108.4% | +69.6% | +38.8% | +111.0% |
| 3Y | +99.6% | +87.7% | +12.0% | +102.4% |
| All | +99.6% | +86.4% | +13.3% | +102.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling