+99.0%
USO vs MSCI
+12.7%
+86.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -3.7% |
| 7D | -9.1% | +1.5% | -10.5% | -8.6% |
| 30D | -3.7% | +14.4% | -18.1% | -1.0% |
| 3M | +20.9% | +15.2% | +5.7% | +24.7% |
| 6M | +6.8% | +11.2% | -4.4% | +10.2% |
| YTD | +106.3% | +13.9% | +92.3% | +106.0% |
| All | +99.0% | +12.7% | +86.3% | +97.7% |
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