+82.0%
USO vs CNI
+138.2%
-56.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.5% |
| 7D | +9.1% | -0.4% | +9.5% | +9.2% |
| 30D | +21.7% | -2.7% | +24.4% | +22.8% |
| 3M | +20.2% | +3.9% | +16.3% | +18.1% |
| 6M | +43.4% | +16.4% | +27.0% | +33.1% |
| YTD | +124.0% | +25.8% | +98.2% | +99.6% |
| 1Y | +112.2% | +32.4% | +79.8% | +84.3% |
| 3Y | +97.7% | +19.1% | +78.6% | +74.6% |
| 5Y | +217.4% | +13.6% | +203.9% | +180.5% |
| All | +82.0% | +138.2% | -56.2% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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