+108.4%
USO vs ONTO
+52.3%
+56.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.8% |
| 7D | -1.9% | +17.5% | -19.4% | +0.9% |
| 30D | -5.2% | -15.7% | +10.5% | -7.6% |
| 3M | +16.4% | -39.7% | +56.2% | +7.6% |
| 6M | +2.5% | -26.5% | +29.0% | +3.3% |
| YTD | +110.5% | +29.0% | +81.5% | +147.8% |
| 1Y | +108.4% | +57.0% | +51.5% | +147.3% |
| All | +108.4% | +52.3% | +56.1% | +147.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling