-70.9%
USO vs BTI
+589.1%
-660.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.0% | +4.6% | +5.3% |
| 7D | +11.5% | -2.0% | +13.4% | +12.1% |
| 30D | +24.1% | -3.4% | +27.5% | +25.2% |
| 3M | +17.9% | -9.0% | +26.9% | +20.4% |
| 6M | +49.6% | -5.0% | +54.6% | +50.1% |
| YTD | +129.0% | -0.3% | +129.3% | +125.7% |
| 1Y | +112.0% | +3.1% | +108.9% | +106.3% |
| 3Y | +102.3% | +111.0% | -8.7% | +54.7% |
| 5Y | +224.5% | +117.0% | +107.5% | +142.7% |
| 10Y | +86.9% | +73.9% | +13.0% | +44.2% |
| All | -70.9% | +589.1% | -660.0% | -85.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling