+86.1%
USO vs BN
+263.5%
-177.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.2% | +6.8% | +5.9% |
| 7D | +11.5% | -5.9% | +17.3% | +13.2% |
| 30D | +24.1% | -15.1% | +39.2% | +29.3% |
| 3M | +17.9% | -14.6% | +32.5% | +22.3% |
| 6M | +49.6% | -8.4% | +58.0% | +49.8% |
| YTD | +129.0% | -16.8% | +145.8% | +134.9% |
| 1Y | +112.0% | -14.4% | +126.4% | +114.4% |
| 3Y | +102.3% | +70.1% | +32.2% | +51.9% |
| 5Y | +224.5% | +33.5% | +191.0% | +160.6% |
| All | +86.1% | +263.5% | -177.5% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling