+91.4%
USO vs BEN
+53.1%
+38.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +2.5% |
| 7D | +6.2% | +3.4% | +2.9% | +6.7% |
| 30D | +19.1% | +1.8% | +17.3% | +19.4% |
| 3M | +14.2% | +8.4% | +5.8% | +15.1% |
| 6M | +43.7% | +35.6% | +8.1% | +46.6% |
| YTD | +116.8% | +46.4% | +70.5% | +119.6% |
| 1Y | +104.3% | +46.3% | +58.0% | +106.8% |
| All | +91.4% | +53.1% | +38.3% | +85.5% |
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