+214.1%
USO vs CPB
-38.1%
+252.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.7% |
| 7D | +6.2% | -8.0% | +14.2% | +5.6% |
| 30D | +19.1% | -2.4% | +21.5% | +19.0% |
| 3M | +14.2% | +0.5% | +13.7% | +14.4% |
| 6M | +43.7% | -10.5% | +54.2% | +43.5% |
| YTD | +116.8% | -17.5% | +134.4% | +115.8% |
| 1Y | +104.3% | -31.0% | +135.4% | +102.2% |
| 3Y | +91.5% | -40.6% | +132.2% | +87.7% |
| 5Y | +214.1% | -37.7% | +251.8% | +207.6% |
| All | +214.1% | -38.1% | +252.2% | +207.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling