+104.3%
USO vs FE
+11.4%
+92.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.7% |
| 7D | +6.2% | -0.2% | +6.4% | +6.2% |
| 30D | +19.1% | -1.2% | +20.3% | +19.0% |
| 3M | +14.2% | +1.7% | +12.6% | +14.3% |
| 6M | +43.7% | -7.5% | +51.2% | +44.1% |
| YTD | +116.8% | +6.3% | +110.5% | +112.6% |
| 1Y | +104.3% | +10.9% | +93.5% | +99.1% |
| All | +104.3% | +11.4% | +92.9% | +99.1% |
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