+102.2%
USO vs CCJ
-26.2%
+128.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.2% | -6.9% | -8.3% |
| 7D | -12.7% | -14.5% | +1.8% | -15.4% |
| 30D | +1.0% | -18.1% | +19.0% | -2.9% |
| 3M | +25.6% | -23.0% | +48.6% | +19.6% |
| 6M | -1.5% | -39.4% | +37.9% | -8.3% |
| YTD | +110.3% | -21.7% | +131.9% | +96.3% |
| 1Y | +102.2% | -25.9% | +128.1% | +88.8% |
| All | +102.2% | -26.2% | +128.4% | +88.8% |
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