+91.4%
USO vs BNY
+59.6%
+31.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | 0.0% |
| 7D | +9.5% | +1.4% | +8.0% | +9.8% |
| 30D | +23.6% | +3.8% | +19.7% | +24.6% |
| 3M | +3.8% | +14.9% | -11.1% | +7.1% |
| 6M | +55.0% | +40.3% | +14.7% | +66.4% |
| YTD | +105.3% | +43.8% | +61.5% | +118.5% |
| 1Y | +91.4% | +58.9% | +32.5% | +102.4% |
| All | +91.4% | +59.6% | +31.8% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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