+99.6%
USO vs BN
+96.7%
+2.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.6% |
| 7D | -1.9% | -1.0% | -0.9% | -2.0% |
| 30D | -5.2% | +14.0% | -19.2% | -3.5% |
| 3M | +16.4% | -9.0% | +25.4% | +16.1% |
| 6M | +2.5% | -8.8% | +11.3% | +2.5% |
| YTD | +110.5% | -10.3% | +120.8% | +112.1% |
| 1Y | +108.4% | -5.8% | +114.2% | +108.6% |
| 3Y | +99.6% | +94.8% | +4.9% | +71.0% |
| All | +99.6% | +96.7% | +2.9% | +71.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling