+56.2%
USO vs ONTO
+476.3%
-420.1%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.2% |
| 7D | -1.9% | +17.5% | -19.4% | -3.0% |
| 30D | -5.2% | -15.7% | +10.5% | -4.4% |
| 3M | +16.4% | -39.7% | +56.2% | +19.8% |
| 6M | +2.5% | -26.5% | +29.0% | +2.6% |
| YTD | +110.5% | +29.0% | +81.5% | +94.6% |
| 1Y | +108.4% | +57.0% | +51.5% | +87.4% |
| 3Y | +99.6% | +50.0% | +49.6% | +68.5% |
| 5Y | +160.1% | +127.3% | +32.8% | +91.3% |
| All | +56.2% | +476.3% | -420.1% | -20.9% |
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