+112.2%
USO vs CLX
-25.9%
+138.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.7% |
| 7D | +9.1% | -5.7% | +14.8% | +6.6% |
| 30D | +21.7% | -17.0% | +38.7% | +13.3% |
| 3M | +20.2% | -9.7% | +29.9% | +17.0% |
| 6M | +43.4% | -19.8% | +63.2% | +40.2% |
| YTD | +124.0% | -9.8% | +133.8% | +111.5% |
| 1Y | +112.2% | -26.2% | +138.4% | +104.4% |
| All | +112.2% | -25.9% | +138.0% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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