+112.2%
USO vs LYB
+24.5%
+87.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.2% | -1.6% |
| 7D | +9.1% | +0.3% | +8.8% | +9.0% |
| 30D | +21.7% | +2.5% | +19.2% | +19.9% |
| 3M | +20.2% | +1.4% | +18.9% | +19.0% |
| 6M | +43.4% | -3.5% | +46.8% | +50.0% |
| YTD | +124.0% | +52.0% | +72.0% | +114.8% |
| 1Y | +112.2% | +22.1% | +90.1% | +101.1% |
| All | +112.2% | +24.5% | +87.6% | +101.1% |
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