+91.4%
USO vs ENB
+7.5%
+83.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | +9.5% | -0.2% | +9.7% | +9.6% |
| 30D | +23.6% | -2.2% | +25.8% | +24.9% |
| 3M | +3.8% | -10.5% | +14.3% | +8.9% |
| 6M | +55.0% | -5.1% | +60.1% | +60.9% |
| YTD | +105.3% | +9.0% | +96.3% | +100.4% |
| 1Y | +91.4% | +8.2% | +83.2% | +86.1% |
| All | +91.4% | +7.5% | +83.8% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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