+86.5%
USO vs EMB
+30.2%
+56.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.8% |
| 7D | +3.6% | +0.3% | +3.3% | +3.8% |
| 30D | +23.8% | -0.5% | +24.3% | +23.4% |
| 3M | +8.1% | +0.3% | +7.7% | +8.7% |
| 6M | +34.3% | +1.2% | +33.1% | +36.7% |
| YTD | +111.1% | +1.5% | +109.7% | +114.7% |
| 1Y | +99.9% | +4.8% | +95.1% | +102.8% |
| 3Y | +86.5% | +30.4% | +56.1% | +94.7% |
| All | +86.5% | +30.2% | +56.3% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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