-73.2%
USO vs BLDR
+231.6%
-304.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.9% | +7.7% | +3.3% |
| 7D | +3.6% | -0.3% | +3.9% | +3.6% |
| 30D | +23.8% | -16.2% | +40.0% | +25.5% |
| 3M | +8.1% | -14.4% | +22.5% | +8.7% |
| 6M | +34.3% | -32.8% | +67.1% | +37.3% |
| YTD | +111.1% | -39.2% | +150.3% | +117.4% |
| 1Y | +99.9% | -57.7% | +157.6% | +113.0% |
| 3Y | +86.5% | -55.3% | +141.8% | +93.1% |
| 5Y | +200.5% | +15.6% | +184.9% | +174.9% |
| 10Y | +66.5% | +359.8% | -293.3% | +26.7% |
| All | -73.2% | +231.6% | -304.7% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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