+86.1%
USO vs DRI
+348.7%
-262.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.9% | +6.5% | +5.8% |
| 7D | +11.5% | -4.8% | +16.3% | +12.3% |
| 30D | +24.1% | -5.2% | +29.3% | +25.1% |
| 3M | +17.9% | +2.7% | +15.2% | +17.0% |
| 6M | +49.6% | +3.6% | +46.0% | +47.7% |
| YTD | +129.0% | +15.4% | +113.6% | +120.9% |
| 1Y | +112.0% | +1.3% | +110.7% | +109.2% |
| 3Y | +102.3% | +53.1% | +49.2% | +81.8% |
| 5Y | +224.5% | +64.6% | +160.0% | +182.8% |
| All | +86.1% | +348.7% | -262.7% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DRI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling