+151.6%
USO vs BIL
+19.8%
+131.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -2.7% | +0.1% | -2.8% | -3.1% |
| 30D | -6.3% | 0.0% | -6.3% | -5.0% |
| 3M | +10.9% | +0.6% | +10.3% | +13.0% |
| 6M | +2.0% | +1.5% | +0.5% | +4.0% |
| YTD | +104.6% | +2.8% | +101.8% | +110.3% |
| 1Y | +94.5% | +3.3% | +91.2% | +101.1% |
| 3Y | +97.1% | +13.4% | +83.6% | +140.4% |
| 5Y | +151.6% | +19.8% | +131.8% | +214.1% |
| All | +151.6% | +19.8% | +131.8% | +214.1% |
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