+97.0%
USO vs GEN
+66.2%
+30.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.6% | -0.8% |
| 7D | -10.6% | +1.0% | -11.6% | -10.5% |
| 30D | -4.6% | +29.1% | -33.6% | -4.0% |
| 3M | +12.3% | +2.9% | +9.4% | +12.1% |
| 6M | +5.9% | +33.6% | -27.7% | +6.0% |
| YTD | +104.5% | +12.0% | +92.5% | +107.5% |
| 1Y | +97.3% | +16.2% | +81.2% | +99.7% |
| 3Y | +97.0% | +65.1% | +32.0% | +110.2% |
| All | +97.0% | +66.2% | +30.8% | +110.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling