+214.1%
USO vs CBRE
+42.7%
+171.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +2.7% |
| 7D | +6.2% | -1.7% | +7.9% | +6.2% |
| 30D | +19.1% | -3.0% | +22.1% | +19.1% |
| 3M | +14.2% | +2.6% | +11.6% | +13.8% |
| 6M | +43.7% | +2.0% | +41.7% | +42.9% |
| YTD | +116.8% | -13.1% | +130.0% | +118.4% |
| 1Y | +104.3% | -13.8% | +118.2% | +105.8% |
| 3Y | +91.5% | +63.9% | +27.7% | +76.1% |
| 5Y | +214.1% | +42.3% | +171.7% | +195.6% |
| All | +214.1% | +42.7% | +171.4% | +195.6% |
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