+146.1%
USO vs CASY
+253.8%
-107.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.5% | -3.9% |
| 7D | -9.1% | +3.6% | -12.6% | -9.0% |
| 30D | -3.7% | +7.2% | -10.9% | -3.7% |
| 3M | +20.9% | -16.9% | +37.8% | +20.7% |
| 6M | +6.8% | -19.3% | +26.1% | +6.3% |
| YTD | +106.3% | +25.6% | +80.6% | +109.8% |
| 1Y | +100.2% | +30.2% | +70.0% | +103.8% |
| 3Y | +103.1% | +154.9% | -51.8% | +111.0% |
| 5Y | +146.1% | +252.1% | -106.0% | +188.1% |
| All | +146.1% | +253.8% | -107.7% | +188.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling