+66.5%
USO vs CB
+214.7%
-148.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.4% | +4.3% | +3.2% |
| 7D | +3.6% | -0.6% | +4.2% | +3.7% |
| 30D | +23.8% | -3.9% | +27.7% | +25.0% |
| 3M | +8.1% | +4.9% | +3.1% | +6.4% |
| 6M | +34.3% | +3.3% | +31.0% | +32.7% |
| YTD | +111.1% | +8.5% | +102.6% | +105.4% |
| 1Y | +99.9% | +22.1% | +77.9% | +88.0% |
| 3Y | +86.5% | +70.1% | +16.4% | +55.8% |
| 5Y | +200.5% | +97.4% | +103.1% | +135.5% |
| 10Y | +66.5% | +216.8% | -150.3% | +18.5% |
| All | +66.5% | +214.7% | -148.1% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling