+82.0%
USO vs GIS
-19.5%
+101.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.2% |
| 7D | +9.1% | -6.4% | +15.5% | +9.0% |
| 30D | +21.7% | -6.1% | +27.8% | +21.5% |
| 3M | +20.2% | +7.8% | +12.4% | +20.3% |
| 6M | +43.4% | -8.8% | +52.1% | +43.5% |
| YTD | +124.0% | -19.1% | +143.1% | +124.5% |
| 1Y | +112.2% | -24.8% | +136.9% | +112.7% |
| 3Y | +97.7% | -37.6% | +135.2% | +98.2% |
| 5Y | +217.4% | -25.4% | +242.8% | +215.3% |
| All | +82.0% | -19.5% | +101.5% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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