+207.3%
USO vs FND
-62.2%
+269.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.6% |
| 7D | +6.2% | -0.8% | +7.0% | +6.2% |
| 30D | +19.1% | -19.6% | +38.7% | +17.1% |
| 3M | +14.2% | -4.3% | +18.6% | +14.0% |
| 6M | +43.7% | -20.4% | +64.2% | +43.8% |
| YTD | +116.8% | -21.9% | +138.7% | +116.8% |
| 1Y | +104.3% | -45.2% | +149.5% | +104.8% |
| 3Y | +91.5% | -49.2% | +140.8% | +91.2% |
| All | +207.3% | -62.2% | +269.6% | +215.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling