+91.4%
USO vs IBN
+25.8%
+65.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +2.1% |
| 7D | +6.2% | -5.1% | +11.4% | +4.4% |
| 30D | +19.1% | -3.5% | +22.6% | +17.7% |
| 3M | +14.2% | +11.3% | +2.9% | +18.4% |
| 6M | +43.7% | +4.4% | +39.3% | +49.0% |
| YTD | +116.8% | -1.8% | +118.6% | +123.7% |
| 1Y | +104.3% | -8.0% | +112.3% | +110.6% |
| All | +91.4% | +25.8% | +65.5% | +97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling