-73.2%
USO vs GIS
+197.9%
-271.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.6% | +4.4% | +3.0% |
| 7D | +3.6% | -8.3% | +11.8% | +4.5% |
| 30D | +23.8% | +2.2% | +21.6% | +23.4% |
| 3M | +8.1% | +15.7% | -7.6% | +5.9% |
| 6M | +34.3% | -12.0% | +46.2% | +36.0% |
| YTD | +111.1% | -15.0% | +126.1% | +114.8% |
| 1Y | +99.9% | -20.1% | +120.1% | +104.8% |
| 3Y | +86.5% | -34.6% | +121.1% | +94.7% |
| 5Y | +200.5% | -22.8% | +223.4% | +201.0% |
| 10Y | +66.5% | -18.5% | +85.0% | +62.8% |
| All | -73.2% | +197.9% | -271.0% | -81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling