+91.4%
USO vs LYB
+25.6%
+65.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +1.0% |
| 7D | +9.5% | -0.2% | +9.7% | +9.5% |
| 30D | +23.6% | +8.7% | +14.9% | +17.8% |
| 3M | +3.8% | -3.0% | +6.8% | +5.2% |
| 6M | +55.0% | +4.7% | +50.3% | +59.6% |
| YTD | +105.3% | +51.6% | +53.7% | +98.4% |
| 1Y | +91.4% | +24.4% | +67.0% | +79.6% |
| All | +91.4% | +25.6% | +65.7% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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