+102.2%
USO vs IBB
+42.2%
+59.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.6% | -10.7% | -6.2% |
| 7D | -12.7% | +2.2% | -14.9% | -11.3% |
| 30D | +1.0% | +6.3% | -5.3% | +5.7% |
| 3M | +25.6% | +16.3% | +9.3% | +42.0% |
| 6M | -1.5% | +30.0% | -31.5% | +24.8% |
| YTD | +110.3% | +31.1% | +79.1% | +166.9% |
| 1Y | +102.2% | +42.0% | +60.2% | +151.9% |
| All | +102.2% | +42.2% | +59.9% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling