+91.4%
USO vs BRO
-24.4%
+115.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.1% |
| 7D | +9.5% | -2.6% | +12.0% | +9.4% |
| 30D | +23.6% | +0.9% | +22.7% | +23.6% |
| 3M | +3.8% | +24.8% | -20.9% | +2.9% |
| 6M | +55.0% | -0.1% | +55.1% | +57.1% |
| YTD | +105.3% | -9.7% | +115.0% | +107.8% |
| 1Y | +91.4% | -24.5% | +115.9% | +94.6% |
| All | +91.4% | -24.4% | +115.8% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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