-63.9%
USO vs BND
+76.6%
-140.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.8% |
| 7D | +3.6% | +0.1% | +3.4% | +3.7% |
| 30D | +23.8% | -0.4% | +24.1% | +23.5% |
| 3M | +8.1% | -0.2% | +8.3% | +8.1% |
| 6M | +34.3% | -1.2% | +35.4% | +33.9% |
| YTD | +111.1% | -0.3% | +111.5% | +111.7% |
| 1Y | +99.9% | +0.4% | +99.5% | +101.4% |
| 3Y | +86.5% | +13.4% | +73.1% | +102.1% |
| 5Y | +200.5% | -1.5% | +202.1% | +198.8% |
| 10Y | +66.5% | +15.5% | +51.1% | +88.4% |
| All | -63.9% | +76.6% | -140.5% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 all: compounded portfolio wealth divided by compounded BND 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…
all analysis · Full analysis span regression · 6 months rolling