+82.0%
USO vs OXY
+7.5%
+74.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.4% |
| 7D | +9.1% | +2.8% | +6.3% | +7.8% |
| 30D | +21.7% | +5.5% | +16.2% | +19.0% |
| 3M | +20.2% | +11.3% | +8.9% | +15.3% |
| 6M | +43.4% | +11.6% | +31.8% | +38.8% |
| YTD | +124.0% | +51.6% | +72.4% | +90.1% |
| 1Y | +112.2% | +36.2% | +76.0% | +88.0% |
| 3Y | +97.7% | +1.7% | +95.9% | +96.5% |
| 5Y | +217.4% | +164.5% | +52.9% | +110.7% |
| All | +82.0% | +7.5% | +74.5% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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