+86.5%
USO vs OPEN
-19.6%
+106.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.5% | +5.4% | +2.8% |
| 7D | +3.6% | +1.0% | +2.6% | +3.6% |
| 30D | +23.8% | -11.9% | +35.7% | +23.5% |
| 3M | +8.1% | -28.8% | +36.8% | +7.5% |
| 6M | +34.3% | -38.6% | +72.9% | +33.4% |
| YTD | +111.1% | -47.3% | +158.5% | +109.7% |
| 1Y | +99.9% | -49.2% | +149.1% | +99.2% |
| 3Y | +86.5% | -18.8% | +105.3% | +81.4% |
| All | +86.5% | -19.6% | +106.1% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling