+81.0%
USO vs CPB
-40.1%
+121.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.3% | 0.0% |
| 7D | -2.7% | -4.1% | +1.4% | -2.7% |
| 30D | -6.3% | +16.9% | -23.3% | -6.3% |
| 3M | +10.9% | -0.6% | +11.4% | +10.8% |
| 6M | +2.0% | +11.4% | -9.3% | +1.9% |
| YTD | +104.6% | -14.8% | +119.4% | +105.1% |
| 1Y | +94.5% | -24.8% | +119.3% | +95.6% |
| 3Y | +97.1% | -36.6% | +133.7% | +98.1% |
| 5Y | +151.6% | -33.3% | +185.0% | +151.1% |
| 10Y | +81.0% | -40.4% | +121.4% | +100.2% |
| All | +81.0% | -40.1% | +121.1% | +100.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling