-73.9%
USO vs BEN
+115.8%
-189.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -1.0% |
| 7D | +9.5% | +0.2% | +9.2% | +9.3% |
| 30D | +23.6% | -0.5% | +24.1% | +23.5% |
| 3M | +3.8% | +9.7% | -5.9% | +0.7% |
| 6M | +55.0% | +33.9% | +21.1% | +41.0% |
| YTD | +105.3% | +49.0% | +56.3% | +80.8% |
| 1Y | +91.4% | +42.1% | +49.3% | +70.3% |
| 3Y | +84.6% | +51.9% | +32.7% | +56.4% |
| 5Y | +191.7% | +39.0% | +152.7% | +145.9% |
| 10Y | +73.3% | +57.9% | +15.4% | +32.0% |
| All | -73.9% | +115.8% | -189.7% | -83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling