+409.0%
USO vs OPEN
-70.7%
+479.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +9.5% | -4.3% | +13.7% | +9.4% |
| 30D | +23.6% | -16.2% | +39.8% | +23.5% |
| 3M | +3.8% | -36.4% | +40.2% | +3.7% |
| 6M | +55.0% | -35.5% | +90.5% | +54.9% |
| YTD | +105.3% | -46.0% | +151.2% | +105.1% |
| 1Y | +91.4% | -47.1% | +138.5% | +90.9% |
| 3Y | +84.6% | -19.0% | +103.6% | +82.5% |
| 5Y | +191.7% | -83.6% | +275.3% | +186.0% |
| All | +409.0% | -70.7% | +479.7% | +370.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling