+214.1%
USO vs ONTO
+268.0%
-53.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +2.7% |
| 7D | +6.2% | +9.4% | -3.1% | +6.2% |
| 30D | +19.1% | -4.4% | +23.5% | +19.1% |
| 3M | +14.2% | +1.6% | +12.6% | +14.2% |
| 6M | +43.7% | +45.3% | -1.5% | +41.8% |
| YTD | +116.8% | +76.4% | +40.5% | +110.6% |
| 1Y | +104.3% | +167.2% | -62.8% | +92.6% |
| 3Y | +91.5% | +116.6% | -25.0% | +78.5% |
| 5Y | +214.1% | +263.7% | -49.7% | +169.2% |
| All | +214.1% | +268.0% | -53.9% | +169.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling