+91.4%
USO vs BTG
+38.4%
+53.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | -0.2% |
| 7D | +9.5% | -0.9% | +10.3% | +9.4% |
| 30D | +23.6% | +36.8% | -13.3% | +28.3% |
| 3M | +3.8% | +23.1% | -19.3% | +7.2% |
| 6M | +55.0% | +3.5% | +51.6% | +61.1% |
| YTD | +105.3% | +25.5% | +79.8% | +110.2% |
| 1Y | +91.4% | +40.1% | +51.3% | +101.0% |
| All | +91.4% | +38.4% | +53.0% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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