+86.5%
USO vs ONTO
+118.2%
-31.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | +3.0% |
| 7D | +3.6% | +9.7% | -6.1% | +3.8% |
| 30D | +23.8% | -8.8% | +32.6% | +23.7% |
| 3M | +8.1% | +4.5% | +3.5% | +8.5% |
| 6M | +34.3% | +56.4% | -22.2% | +33.6% |
| YTD | +111.1% | +78.1% | +33.1% | +107.3% |
| 1Y | +99.9% | +171.3% | -71.3% | +90.3% |
| 3Y | +86.5% | +118.7% | -32.2% | +75.9% |
| All | +86.5% | +118.2% | -31.7% | +75.9% |
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 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