+91.4%
USO vs JCI
+163.4%
-72.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +2.6% |
| 7D | +6.2% | +4.1% | +2.2% | +6.5% |
| 30D | +19.1% | -3.8% | +22.9% | +18.9% |
| 3M | +14.2% | -1.6% | +15.9% | +14.2% |
| 6M | +43.7% | +9.5% | +34.2% | +44.6% |
| YTD | +116.8% | +21.7% | +95.1% | +115.9% |
| 1Y | +104.3% | +37.1% | +67.2% | +101.1% |
| All | +91.4% | +163.4% | -72.0% | +81.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling