-73.2%
USO vs GEN
+410.5%
-483.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.1% | +6.4% | +3.8% |
| 7D | -1.4% | -3.0% | +1.5% | -0.9% |
| 30D | -4.6% | +24.7% | -29.3% | -8.8% |
| 3M | +14.7% | +4.1% | +10.6% | +12.8% |
| 6M | +1.2% | +36.0% | -34.8% | -6.0% |
| YTD | +111.2% | +10.9% | +100.4% | +102.7% |
| 1Y | +109.3% | +12.2% | +97.1% | +100.2% |
| 3Y | +103.5% | +63.3% | +40.2% | +76.4% |
| 5Y | +160.9% | +29.0% | +131.9% | +131.8% |
| 10Y | +86.9% | +147.5% | -60.6% | +32.7% |
| All | -73.2% | +410.5% | -483.7% | -86.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling