+102.2%
USO vs IRE
-97.6%
+199.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -23.2% | +15.2% | -8.7% |
| 7D | -12.7% | -46.8% | +34.1% | -14.3% |
| 30D | +1.0% | -75.5% | +76.5% | -3.0% |
| 3M | +25.6% | -79.4% | +105.0% | +20.8% |
| 6M | -1.5% | -91.3% | +89.8% | -5.3% |
| YTD | +110.3% | -90.8% | +201.1% | +103.1% |
| 1Y | +102.2% | -97.7% | +199.9% | +99.3% |
| All | +102.2% | -97.6% | +199.7% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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