+104.3%
USO vs OPEN
-50.2%
+154.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.3% | +5.0% | +2.6% |
| 7D | +6.2% | -2.9% | +9.2% | +6.1% |
| 30D | +19.1% | -13.8% | +32.9% | +18.3% |
| 3M | +14.2% | -30.9% | +45.1% | +12.5% |
| 6M | +43.7% | -40.9% | +84.7% | +41.3% |
| YTD | +116.8% | -48.5% | +165.4% | +112.7% |
| 1Y | +104.3% | -50.9% | +155.2% | +102.1% |
| All | +104.3% | -50.2% | +154.6% | +102.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling