+85.0%
USO vs BP
+141.7%
-56.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.2% | +2.0% | +2.4% |
| 7D | -1.4% | +2.5% | -3.9% | -3.1% |
| 30D | -4.6% | -5.6% | +1.0% | -0.5% |
| 3M | +14.7% | +8.0% | +6.7% | +9.2% |
| 6M | +1.2% | +5.7% | -4.4% | -1.4% |
| YTD | +111.2% | +36.8% | +74.4% | +74.8% |
| 1Y | +109.3% | +30.7% | +78.6% | +78.2% |
| 3Y | +103.5% | +51.6% | +51.9% | +55.5% |
| 5Y | +160.9% | +112.2% | +48.7% | +59.3% |
| All | +85.0% | +141.7% | -56.8% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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