+200.5%
USO vs BIL
+19.4%
+181.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +3.6% | +0.1% | +3.5% | +3.7% |
| 30D | +23.8% | +0.3% | +23.5% | +24.2% |
| 3M | +8.1% | +0.9% | +7.1% | +8.8% |
| 6M | +34.3% | +1.8% | +32.4% | +35.8% |
| YTD | +111.1% | +2.5% | +108.7% | +116.4% |
| 1Y | +99.9% | +3.7% | +96.2% | +109.5% |
| 3Y | +86.5% | +14.1% | +72.4% | +151.5% |
| 5Y | +200.5% | +19.4% | +181.1% | +324.5% |
| All | +200.5% | +19.4% | +181.1% | +324.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling