+91.4%
USO vs CTVA
+22.4%
+68.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | +9.5% | +4.9% | +4.5% | +8.6% |
| 30D | +23.6% | +11.9% | +11.7% | +21.4% |
| 3M | +3.8% | +13.7% | -9.9% | +1.3% |
| 6M | +55.0% | +13.1% | +41.9% | +52.6% |
| YTD | +105.3% | +32.0% | +73.3% | +99.0% |
| 1Y | +91.4% | +22.1% | +69.3% | +82.2% |
| All | +91.4% | +22.4% | +68.9% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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