+91.4%
USO vs CASY
+51.2%
+40.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +9.5% | +0.1% | +9.4% | +9.4% |
| 30D | +23.6% | -11.3% | +34.9% | +24.0% |
| 3M | +3.8% | -0.6% | +4.5% | +5.9% |
| 6M | +55.0% | +10.7% | +44.3% | +68.3% |
| YTD | +105.3% | +37.1% | +68.1% | +131.0% |
| 1Y | +91.4% | +52.3% | +39.1% | +121.3% |
| All | +91.4% | +51.2% | +40.2% | +121.3% |
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