+91.4%
USO vs CCJ
+31.2%
+60.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +9.5% | +0.7% | +8.7% | +9.6% |
| 30D | +23.6% | +6.9% | +16.7% | +25.0% |
| 3M | +3.8% | -11.6% | +15.5% | +3.5% |
| 6M | +55.0% | -16.2% | +71.3% | +56.1% |
| YTD | +105.3% | +10.1% | +95.2% | +107.1% |
| 1Y | +91.4% | +32.3% | +59.1% | +93.8% |
| All | +91.4% | +31.2% | +60.2% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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