+97.7%
USO vs DUK
+47.2%
+50.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +9.1% | -0.7% | +9.8% | +9.0% |
| 30D | +21.7% | -2.4% | +24.1% | +21.3% |
| 3M | +20.2% | -3.0% | +23.2% | +20.0% |
| 6M | +43.4% | -6.6% | +49.9% | +42.4% |
| YTD | +124.0% | +4.6% | +119.4% | +127.8% |
| 1Y | +112.2% | +1.2% | +111.0% | +114.1% |
| 3Y | +97.7% | +45.7% | +52.0% | +123.1% |
| All | +97.7% | +47.2% | +50.5% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 3y: compounded portfolio wealth divided by compounded DUK 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…
3y analysis · Full analysis span regression · 6 months rolling