+102.2%
USO vs BTI
+24.7%
+77.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.4% | -11.5% | -7.3% |
| 7D | -12.7% | +5.3% | -18.0% | -11.6% |
| 30D | +1.0% | +19.1% | -18.1% | +5.0% |
| 3M | +25.6% | +6.5% | +19.1% | +27.1% |
| 6M | -1.5% | +9.4% | -10.9% | +1.4% |
| YTD | +110.3% | +14.4% | +95.8% | +111.3% |
| 1Y | +102.2% | +23.9% | +78.3% | +105.9% |
| All | +102.2% | +24.7% | +77.5% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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