+77.0%
USO vs BIL
+25.2%
+51.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +6.2% | +0.1% | +6.2% | +6.5% |
| 30D | +19.1% | +0.3% | +18.8% | +20.5% |
| 3M | +14.2% | +0.9% | +13.3% | +18.5% |
| 6M | +43.7% | +1.8% | +41.9% | +54.5% |
| YTD | +116.8% | +2.5% | +114.4% | +141.1% |
| 1Y | +104.3% | +3.7% | +100.7% | +142.1% |
| 3Y | +91.5% | +14.1% | +77.5% | +323.6% |
| 5Y | +214.1% | +19.4% | +194.6% | +975.7% |
| 10Y | +77.0% | +25.2% | +51.8% | +600.8% |
| All | +77.0% | +25.2% | +51.8% | +600.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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