+91.4%
USO vs OVV
+61.5%
+29.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.7% | +1.4% |
| 7D | +9.5% | +0.3% | +9.2% | +9.2% |
| 30D | +23.6% | +11.7% | +11.8% | +13.0% |
| 3M | +3.8% | +9.8% | -6.0% | -3.3% |
| 6M | +55.0% | +26.6% | +28.5% | +33.9% |
| YTD | +105.3% | +67.0% | +38.2% | +51.3% |
| 1Y | +91.4% | +55.9% | +35.4% | +45.6% |
| All | +91.4% | +61.5% | +29.8% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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