+100.3%
USO vs ONTO
+56.0%
+44.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.5% | +5.8% | +3.2% |
| 7D | -1.4% | +34.4% | -35.9% | -0.6% |
| 30D | -4.6% | -20.4% | +15.9% | -5.0% |
| 3M | +14.7% | -37.8% | +52.6% | +13.8% |
| 6M | +1.2% | -24.6% | +25.8% | +1.1% |
| YTD | +111.2% | +32.8% | +78.4% | +105.5% |
| 1Y | +109.3% | +54.7% | +54.6% | +101.4% |
| All | +100.3% | +56.0% | +44.3% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling