+86.1%
USO vs O
+54.2%
+31.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.9% | +6.5% | +5.8% |
| 7D | +11.5% | -3.5% | +15.0% | +12.4% |
| 30D | +24.1% | -3.3% | +27.4% | +25.1% |
| 3M | +17.9% | -2.8% | +20.8% | +18.5% |
| 6M | +49.6% | -5.8% | +55.4% | +51.1% |
| YTD | +129.0% | +9.4% | +119.6% | +122.5% |
| 1Y | +112.0% | +5.7% | +106.3% | +107.7% |
| 3Y | +102.3% | +27.2% | +75.0% | +85.5% |
| 5Y | +224.5% | +17.2% | +207.4% | +201.9% |
| All | +86.1% | +54.2% | +31.8% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling