+100.3%
USO vs OPEN
-40.3%
+140.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -9.5% | +12.8% | +3.0% |
| 7D | -1.4% | -31.0% | +29.6% | -2.3% |
| 30D | -4.6% | -41.5% | +36.9% | -5.6% |
| 3M | +14.7% | -64.6% | +79.4% | +12.4% |
| 6M | +1.2% | -73.8% | +75.0% | -1.2% |
| YTD | +111.2% | -78.8% | +190.0% | +105.9% |
| 1Y | +109.3% | -86.8% | +196.1% | +103.8% |
| All | +100.3% | -40.3% | +140.7% | +82.9% |
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