+214.1%
USO vs BN
+33.2%
+180.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +2.8% |
| 7D | +6.2% | -3.0% | +9.2% | +6.4% |
| 30D | +19.1% | -13.0% | +32.1% | +20.1% |
| 3M | +14.2% | -15.2% | +29.4% | +15.4% |
| 6M | +43.7% | -5.9% | +49.7% | +42.8% |
| YTD | +116.8% | -15.8% | +132.6% | +118.5% |
| 1Y | +104.3% | -12.2% | +116.5% | +103.9% |
| 3Y | +91.5% | +72.2% | +19.3% | +62.9% |
| 5Y | +214.1% | +33.2% | +180.9% | +182.1% |
| All | +214.1% | +33.2% | +180.9% | +182.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling