+108.7%
USO vs IVZ
+19.8%
+88.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -8.0% | +9.9% | -2.3% |
| 7D | -11.9% | -6.7% | -5.2% | -14.6% |
| 30D | +2.3% | -10.9% | +13.1% | -3.1% |
| 3M | +29.0% | -14.8% | +43.8% | +19.6% |
| 6M | +2.8% | +2.4% | +0.4% | +6.5% |
| YTD | +114.3% | +5.4% | +108.9% | +132.3% |
| 1Y | +108.7% | +19.6% | +89.1% | +129.3% |
| All | +108.7% | +19.8% | +88.9% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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