+99.9%
USO vs LII
-32.7%
+132.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.4% | +4.2% | +2.4% |
| 7D | +3.6% | +2.1% | +1.5% | +4.4% |
| 30D | +23.8% | -12.4% | +36.2% | +18.1% |
| 3M | +8.1% | -24.8% | +32.9% | -0.2% |
| 6M | +34.3% | -25.2% | +59.4% | +27.4% |
| YTD | +111.1% | -20.3% | +131.4% | +100.1% |
| 1Y | +99.9% | -32.9% | +132.9% | +83.0% |
| All | +99.9% | -32.7% | +132.7% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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