+112.2%
USO vs FND
-45.3%
+157.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -1.8% |
| 7D | +9.1% | -5.8% | +14.9% | +6.5% |
| 30D | +21.7% | -20.2% | +41.9% | +11.0% |
| 3M | +20.2% | -12.0% | +32.2% | +15.8% |
| 6M | +43.4% | -18.5% | +61.9% | +43.5% |
| YTD | +124.0% | -22.3% | +146.2% | +123.2% |
| 1Y | +112.2% | -47.6% | +159.8% | +123.8% |
| All | +112.2% | -45.3% | +157.5% | +123.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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