+82.0%
USO vs ENB
+92.6%
-10.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.6% |
| 7D | +9.1% | -4.7% | +13.8% | +12.1% |
| 30D | +21.7% | -5.9% | +27.6% | +26.0% |
| 3M | +20.2% | -14.2% | +34.5% | +32.0% |
| 6M | +43.4% | -8.6% | +51.9% | +50.8% |
| YTD | +124.0% | +3.9% | +120.1% | +117.4% |
| 1Y | +112.2% | +1.8% | +110.4% | +108.2% |
| 3Y | +97.7% | +68.5% | +29.2% | +36.9% |
| 5Y | +217.4% | +62.4% | +155.0% | +125.9% |
| All | +82.0% | +92.6% | -10.6% | +20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling