+91.4%
USO vs JBL
+52.3%
+39.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | +0.3% |
| 7D | +9.5% | +3.0% | +6.4% | +10.3% |
| 30D | +23.6% | -8.3% | +31.8% | +21.3% |
| 3M | +3.8% | -16.9% | +20.7% | +0.2% |
| 6M | +55.0% | +21.8% | +33.3% | +69.2% |
| YTD | +105.3% | +36.3% | +69.0% | +122.9% |
| 1Y | +91.4% | +49.5% | +41.9% | +105.8% |
| All | +91.4% | +52.3% | +39.0% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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