+102.2%
USO vs EXR
+28.1%
+74.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.1% | -11.1% | -6.5% |
| 7D | -12.7% | +11.3% | -24.0% | -7.9% |
| 30D | +1.0% | +21.2% | -20.2% | +11.0% |
| 3M | +25.6% | +8.7% | +16.9% | +30.8% |
| 6M | -1.5% | +18.2% | -19.7% | +7.9% |
| YTD | +110.3% | +27.9% | +82.3% | +128.5% |
| 1Y | +102.2% | +28.3% | +73.8% | +119.7% |
| All | +102.2% | +28.1% | +74.1% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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