+102.2%
USO vs FE
+6.1%
+96.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | 0.0% | -8.0% | -8.1% |
| 7D | -12.7% | +1.7% | -14.4% | -12.6% |
| 30D | +1.0% | +8.1% | -7.1% | +1.6% |
| 3M | +25.6% | -1.3% | +26.9% | +26.2% |
| 6M | -1.5% | +2.9% | -4.4% | -1.0% |
| YTD | +110.3% | +8.6% | +101.7% | +103.1% |
| 1Y | +102.2% | +6.3% | +95.8% | +96.6% |
| All | +102.2% | +6.1% | +96.1% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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