+102.2%
USO vs BLK
+17.9%
+84.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.4% | -13.5% | -4.2% |
| 7D | -12.7% | +5.7% | -18.4% | -8.8% |
| 30D | +1.0% | +14.8% | -13.8% | +11.5% |
| 3M | +25.6% | +8.8% | +16.8% | +34.0% |
| 6M | -1.5% | +17.6% | -19.1% | +12.2% |
| YTD | +110.3% | +16.3% | +94.0% | +149.0% |
| 1Y | +102.2% | +18.0% | +84.2% | +139.6% |
| All | +102.2% | +17.9% | +84.3% | +139.6% |
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