+91.4%
USO vs KNX
+68.2%
+23.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | +0.9% |
| 7D | +9.5% | +7.4% | +2.1% | +11.6% |
| 30D | +23.6% | +2.0% | +21.6% | +24.4% |
| 3M | +3.8% | -7.9% | +11.7% | +1.9% |
| 6M | +55.0% | +14.4% | +40.7% | +68.4% |
| YTD | +105.3% | +38.9% | +66.4% | +125.4% |
| 1Y | +91.4% | +65.9% | +25.5% | +108.5% |
| All | +91.4% | +68.2% | +23.2% | +108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded KNX 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling