+86.1%
USO vs IBN
+316.4%
-230.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.6% | +6.2% | +5.7% |
| 7D | +11.5% | -5.5% | +16.9% | +12.0% |
| 30D | +24.1% | -3.4% | +27.5% | +24.4% |
| 3M | +17.9% | +8.7% | +9.3% | +16.8% |
| 6M | +49.6% | +3.7% | +45.9% | +48.5% |
| YTD | +129.0% | -2.4% | +131.4% | +128.6% |
| 1Y | +112.0% | -8.1% | +120.1% | +113.2% |
| 3Y | +102.3% | +26.3% | +75.9% | +92.5% |
| 5Y | +224.5% | +54.9% | +169.6% | +196.4% |
| All | +86.1% | +316.4% | -230.4% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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