+84.4%
USO vs O
+80.9%
+3.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -1.9% | -0.4% | -1.5% | -1.8% |
| 30D | -5.2% | +7.1% | -12.3% | -6.9% |
| 3M | +16.4% | -5.2% | +21.7% | +17.7% |
| 6M | +2.5% | -1.8% | +4.3% | +2.5% |
| YTD | +110.5% | +9.1% | +101.4% | +104.3% |
| 1Y | +108.4% | +9.7% | +98.7% | +102.0% |
| 3Y | +99.6% | +39.1% | +60.5% | +77.9% |
| 5Y | +160.1% | +8.4% | +151.7% | +147.7% |
| All | +84.4% | +80.9% | +3.5% | +67.9% |
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