+112.2%
USO vs CTVA
+18.2%
+94.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.1% |
| 7D | +9.1% | -4.5% | +13.6% | +9.9% |
| 30D | +21.7% | +11.3% | +10.4% | +19.6% |
| 3M | +20.2% | +12.3% | +7.9% | +17.0% |
| 6M | +43.4% | +7.2% | +36.2% | +42.1% |
| YTD | +124.0% | +26.0% | +98.0% | +117.8% |
| 1Y | +112.2% | +16.0% | +96.2% | +104.0% |
| All | +112.2% | +18.2% | +94.0% | +104.0% |
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