+1.2%
USO vs OPEN
-74.4%
+75.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -9.5% | +12.8% | +1.2% |
| 7D | -1.4% | -31.0% | +29.6% | -8.5% |
| 30D | -4.6% | -41.5% | +36.9% | -14.2% |
| 3M | +14.7% | -64.6% | +79.4% | -10.4% |
| 6M | +1.2% | -73.8% | +75.0% | -25.0% |
| All | +1.2% | -74.4% | +75.6% | -25.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling