-74.0%
USO vs GEN
+426.9%
-500.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.4% |
| 7D | -2.7% | -0.8% | -1.9% | -2.6% |
| 30D | -6.3% | +31.2% | -37.6% | -11.2% |
| 3M | +10.9% | +6.1% | +4.8% | +8.7% |
| 6M | +2.0% | +38.1% | -36.1% | -5.5% |
| YTD | +104.6% | +14.4% | +90.2% | +95.2% |
| 1Y | +94.5% | +15.1% | +79.4% | +85.3% |
| 3Y | +97.1% | +68.5% | +28.5% | +69.9% |
| 5Y | +151.6% | +35.8% | +115.8% | +121.3% |
| 10Y | +81.0% | +155.4% | -74.4% | +27.9% |
| All | -74.0% | +426.9% | -500.9% | -86.5% |
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