+160.9%
USO vs ONTO
+136.3%
+24.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.5% | +5.8% | +3.2% |
| 7D | -1.4% | +34.4% | -35.9% | -1.3% |
| 30D | -4.6% | -20.4% | +15.9% | -4.7% |
| 3M | +14.7% | -37.8% | +52.6% | +14.7% |
| 6M | +1.2% | -24.6% | +25.8% | +1.1% |
| YTD | +111.2% | +32.8% | +78.4% | +105.3% |
| 1Y | +109.3% | +54.7% | +54.6% | +101.4% |
| 3Y | +103.5% | +54.7% | +48.8% | +91.0% |
| 5Y | +160.9% | +134.0% | +26.9% | +121.3% |
| All | +160.9% | +136.3% | +24.7% | +121.3% |
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 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