+97.3%
USO vs IBB
+36.9%
+60.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -1.6% |
| 7D | -10.6% | +0.8% | -11.4% | -9.7% |
| 30D | -4.6% | +5.2% | -9.7% | -0.7% |
| 3M | +12.3% | +8.6% | +3.7% | +20.4% |
| 6M | +5.9% | +27.8% | -21.9% | +32.7% |
| YTD | +104.5% | +28.8% | +75.7% | +157.0% |
| 1Y | +97.3% | +36.4% | +60.9% | +143.3% |
| All | +97.3% | +36.9% | +60.5% | +143.3% |
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