+82.0%
USO vs CNC
+99.9%
-17.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.4% |
| 7D | +9.1% | -0.9% | +10.0% | +9.2% |
| 30D | +21.7% | -1.0% | +22.7% | +21.7% |
| 3M | +20.2% | +4.5% | +15.7% | +19.3% |
| 6M | +43.4% | +85.2% | -41.9% | +32.8% |
| YTD | +124.0% | +61.4% | +62.6% | +109.7% |
| 1Y | +112.2% | +94.9% | +17.3% | +93.4% |
| 3Y | +97.7% | 0.0% | +97.7% | +90.5% |
| 5Y | +217.4% | +11.2% | +206.2% | +190.3% |
| All | +82.0% | +99.9% | -17.9% | +57.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling