+214.1%
USO vs O
+12.6%
+201.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +2.7% |
| 7D | +6.2% | -2.3% | +8.5% | +6.3% |
| 30D | +19.1% | -2.4% | +21.5% | +19.1% |
| 3M | +14.2% | -0.6% | +14.8% | +14.2% |
| 6M | +43.7% | -5.0% | +48.7% | +43.9% |
| YTD | +116.8% | +10.4% | +106.5% | +114.9% |
| 1Y | +104.3% | +6.6% | +97.8% | +102.9% |
| 3Y | +91.5% | +28.4% | +63.1% | +86.4% |
| 5Y | +214.1% | +15.3% | +198.8% | +216.2% |
| All | +214.1% | +12.6% | +201.5% | +216.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling