+84.4%
USO vs GEN
+152.9%
-68.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.6% |
| 7D | -1.9% | +2.0% | -4.0% | -2.1% |
| 30D | -5.2% | +27.7% | -32.9% | -7.7% |
| 3M | +16.4% | +3.3% | +13.2% | +15.5% |
| 6M | +2.5% | +31.8% | -29.3% | -1.3% |
| YTD | +110.5% | +13.5% | +97.0% | +105.9% |
| 1Y | +108.4% | +16.0% | +92.4% | +103.2% |
| 3Y | +99.6% | +70.6% | +29.1% | +82.3% |
| 5Y | +160.1% | +32.1% | +127.9% | +141.4% |
| All | +84.4% | +152.9% | -68.5% | +57.3% |
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