+97.0%
USO vs FN
+106.7%
-9.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.8% | +3.9% | -1.0% |
| 7D | -10.6% | -4.1% | -6.5% | -10.6% |
| 30D | -4.6% | -28.3% | +23.8% | -5.4% |
| 3M | +12.3% | -33.9% | +46.2% | +11.5% |
| 6M | +5.9% | -43.9% | +49.8% | +5.3% |
| YTD | +104.5% | -23.4% | +128.0% | +101.9% |
| 1Y | +97.3% | -25.4% | +122.7% | +94.7% |
| 3Y | +97.0% | +107.9% | -10.9% | +59.8% |
| All | +97.0% | +106.7% | -9.7% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 3y: compounded portfolio wealth divided by compounded FN 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…
3y analysis · Full analysis span regression · 6 months rolling