+102.2%
USO vs CASY
+32.1%
+70.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.4% | -9.5% | -8.1% |
| 7D | -12.7% | +0.8% | -13.5% | -12.7% |
| 30D | +1.0% | +9.4% | -8.4% | +0.7% |
| 3M | +25.6% | -20.6% | +46.2% | +26.4% |
| 6M | -1.5% | -20.7% | +19.2% | -3.8% |
| YTD | +110.3% | +22.5% | +87.7% | +134.7% |
| 1Y | +102.2% | +29.5% | +72.7% | +127.8% |
| All | +102.2% | +32.1% | +70.0% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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