+97.7%
USO vs CNC
+1.2%
+96.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.2% |
| 7D | +9.1% | -0.9% | +10.0% | +9.1% |
| 30D | +21.7% | -1.0% | +22.7% | +21.7% |
| 3M | +20.2% | +4.5% | +15.7% | +20.3% |
| 6M | +43.4% | +85.2% | -41.9% | +45.3% |
| YTD | +124.0% | +61.4% | +62.6% | +125.8% |
| 1Y | +112.2% | +94.9% | +17.3% | +116.5% |
| 3Y | +97.7% | 0.0% | +97.7% | +103.3% |
| All | +97.7% | +1.2% | +96.5% | +103.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling