+102.2%
USO vs CPB
-18.4%
+120.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.9% | -14.0% | -7.1% |
| 7D | -12.7% | +13.0% | -25.7% | -11.1% |
| 30D | +1.0% | +20.5% | -19.5% | +3.6% |
| 3M | +25.6% | +2.2% | +23.4% | +26.0% |
| 6M | -1.5% | +15.4% | -16.9% | 0.0% |
| YTD | +110.3% | -12.3% | +122.6% | +113.1% |
| 1Y | +102.2% | -18.0% | +120.1% | +106.0% |
| All | +102.2% | -18.4% | +120.6% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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