+91.4%
USO vs IBB
+51.5%
+39.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.7% |
| 7D | +9.5% | +1.4% | +8.0% | +10.5% |
| 30D | +23.6% | +10.5% | +13.1% | +33.2% |
| 3M | +3.8% | +23.6% | -19.8% | +23.7% |
| 6M | +55.0% | +22.6% | +32.4% | +88.7% |
| YTD | +105.3% | +25.7% | +79.6% | +149.8% |
| 1Y | +91.4% | +51.4% | +40.0% | +155.6% |
| All | +91.4% | +51.5% | +39.9% | +155.6% |
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