+109.3%
USO vs MSCI
+12.8%
+96.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.8% | +2.9% |
| 7D | -1.4% | -0.7% | -0.8% | -1.6% |
| 30D | -4.6% | +16.2% | -20.8% | -1.4% |
| 3M | +14.7% | +16.1% | -1.4% | +18.7% |
| 6M | +1.2% | +12.9% | -11.7% | +4.8% |
| YTD | +111.2% | +14.8% | +96.4% | +112.3% |
| 1Y | +109.3% | +13.8% | +95.5% | +106.0% |
| All | +109.3% | +12.8% | +96.5% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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