+467.9%
USO vs OPEN
-74.0%
+541.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -6.7% | +12.3% | +5.6% |
| 7D | +11.5% | -10.5% | +22.0% | +11.4% |
| 30D | +24.1% | -21.8% | +45.9% | +24.0% |
| 3M | +17.9% | -37.5% | +55.4% | +17.7% |
| 6M | +49.6% | -44.1% | +93.7% | +49.4% |
| YTD | +129.0% | -52.0% | +181.0% | +128.7% |
| 1Y | +112.0% | -52.2% | +164.2% | +111.4% |
| 3Y | +102.3% | -25.9% | +128.2% | +99.8% |
| 5Y | +224.5% | -85.1% | +309.6% | +217.9% |
| All | +467.9% | -74.0% | +541.8% | +424.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded OPEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling