-73.9%
USO vs GEN
+427.1%
-501.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.3% |
| 7D | +9.5% | -1.2% | +10.6% | +9.6% |
| 30D | +23.6% | +10.1% | +13.4% | +21.2% |
| 3M | +3.8% | +16.1% | -12.3% | +0.4% |
| 6M | +55.0% | +38.9% | +16.2% | +43.7% |
| YTD | +105.3% | +14.4% | +90.8% | +97.3% |
| 1Y | +91.4% | +5.9% | +85.5% | +86.7% |
| 3Y | +84.6% | +58.8% | +25.8% | +61.9% |
| 5Y | +191.7% | +24.7% | +167.1% | +163.4% |
| 10Y | +73.3% | +163.1% | -89.8% | +22.1% |
| All | -73.9% | +427.1% | -501.0% | -86.3% |
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 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