+160.9%
USO vs CBRE
+25.7%
+135.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.8% | +3.2% |
| 7D | -1.4% | -2.8% | +1.4% | -1.5% |
| 30D | -4.6% | +2.2% | -6.8% | -4.6% |
| 3M | +14.7% | -10.1% | +24.8% | +14.7% |
| 6M | +1.2% | -8.0% | +9.2% | +1.2% |
| YTD | +111.2% | -17.6% | +128.8% | +112.6% |
| 1Y | +109.3% | -14.7% | +124.0% | +109.9% |
| 3Y | +103.5% | +80.4% | +23.1% | +83.2% |
| 5Y | +160.9% | +25.9% | +135.1% | +157.0% |
| All | +160.9% | +25.7% | +135.2% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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