+69.9%
USO vs ONTO
+661.2%
-591.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.4% | +9.0% | +5.9% |
| 7D | +11.5% | +6.5% | +4.9% | +10.9% |
| 30D | +24.1% | -15.9% | +40.0% | +25.5% |
| 3M | +17.9% | -0.2% | +18.1% | +16.5% |
| 6M | +49.6% | +38.7% | +10.9% | +41.3% |
| YTD | +129.0% | +70.4% | +58.7% | +109.1% |
| 1Y | +112.0% | +153.6% | -41.6% | +82.2% |
| 3Y | +102.3% | +109.2% | -6.9% | +66.3% |
| 5Y | +224.5% | +249.7% | -25.2% | +124.9% |
| All | +69.9% | +661.2% | -591.2% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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