+77.0%
USO vs CPRT
+410.9%
-333.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +2.9% |
| 7D | +6.2% | -0.4% | +6.7% | +6.3% |
| 30D | +19.1% | +8.2% | +10.9% | +17.7% |
| 3M | +14.2% | +2.3% | +11.9% | +13.5% |
| 6M | +43.7% | -14.7% | +58.5% | +46.7% |
| YTD | +116.8% | -18.2% | +135.0% | +122.6% |
| 1Y | +104.3% | -33.4% | +137.7% | +116.9% |
| 3Y | +91.5% | -28.3% | +119.9% | +97.4% |
| 5Y | +214.1% | -9.8% | +223.9% | +205.0% |
| 10Y | +77.0% | +412.4% | -335.4% | +23.3% |
| All | +77.0% | +410.9% | -333.9% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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