+77.0%
USO vs OVV
+55.1%
+21.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.5% |
| 7D | +6.2% | -3.8% | +10.0% | +7.9% |
| 30D | +19.1% | +1.3% | +17.8% | +18.6% |
| 3M | +14.2% | +14.3% | -0.1% | +8.8% |
| 6M | +43.7% | +21.1% | +22.6% | +34.8% |
| YTD | +116.8% | +66.0% | +50.8% | +80.0% |
| 1Y | +104.3% | +59.3% | +45.1% | +72.0% |
| 3Y | +91.5% | +47.6% | +44.0% | +62.2% |
| 5Y | +214.1% | +162.0% | +52.1% | +106.2% |
| 10Y | +77.0% | +56.5% | +20.5% | -1.4% |
| All | +77.0% | +55.1% | +21.9% | -1.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling