+91.4%
USO vs BLK
+3.3%
+88.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | -0.3% |
| 7D | +9.5% | -3.6% | +13.1% | +7.0% |
| 30D | +23.6% | -1.0% | +24.6% | +23.0% |
| 3M | +3.8% | +10.4% | -6.6% | +11.0% |
| 6M | +55.0% | +8.2% | +46.9% | +70.4% |
| YTD | +105.3% | +6.0% | +99.2% | +124.7% |
| 1Y | +91.4% | +3.3% | +88.0% | +115.6% |
| All | +91.4% | +3.3% | +88.1% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling