+160.0%
USO vs MSCI
+3.6%
+156.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.1% |
| 7D | -12.1% | +2.8% | -14.9% | -12.1% |
| 30D | +3.1% | +15.4% | -12.3% | +2.9% |
| 3M | +24.9% | +13.4% | +11.4% | +24.6% |
| 6M | +10.8% | +10.9% | -0.1% | +10.5% |
| YTD | +114.6% | +13.0% | +101.6% | +113.4% |
| 1Y | +109.4% | +12.0% | +97.4% | +108.3% |
| 3Y | +98.1% | +34.1% | +64.0% | +93.2% |
| All | +160.0% | +3.6% | +156.4% | +192.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling