+91.4%
USO vs CNC
+129.2%
-37.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | +9.5% | +3.5% | +5.9% | +9.3% |
| 30D | +23.6% | +0.1% | +23.5% | +23.5% |
| 3M | +3.8% | +6.9% | -3.1% | +3.3% |
| 6M | +55.0% | +49.0% | +6.0% | +51.0% |
| YTD | +105.3% | +62.9% | +42.3% | +99.1% |
| 1Y | +91.4% | +134.0% | -42.6% | +92.7% |
| All | +91.4% | +129.2% | -37.8% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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