+82.0%
USO vs JCI
+348.5%
-266.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -2.6% |
| 7D | +9.1% | +0.7% | +8.4% | +8.9% |
| 30D | +21.7% | -4.4% | +26.1% | +22.7% |
| 3M | +20.2% | +1.7% | +18.6% | +19.5% |
| 6M | +43.4% | +8.8% | +34.6% | +39.5% |
| YTD | +124.0% | +22.6% | +101.3% | +110.8% |
| 1Y | +112.2% | +36.2% | +76.0% | +93.9% |
| 3Y | +97.7% | +168.0% | -70.4% | +46.2% |
| 5Y | +217.4% | +113.5% | +104.0% | +148.3% |
| All | +82.0% | +348.5% | -266.6% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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