+76.2%
USO vs GEN
+155.5%
-79.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | +6.2% | -2.9% | +9.2% | +6.5% |
| 30D | +19.1% | +2.1% | +17.0% | +18.7% |
| 3M | +14.2% | +19.7% | -5.5% | +11.7% |
| 6M | +43.7% | +33.3% | +10.5% | +38.3% |
| YTD | +116.8% | +11.1% | +105.7% | +113.4% |
| 1Y | +104.3% | +3.0% | +101.3% | +103.0% |
| 3Y | +91.5% | +57.9% | +33.7% | +77.2% |
| 5Y | +214.1% | +20.6% | +193.5% | +196.7% |
| All | +76.2% | +155.5% | -79.4% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling