+66.5%
USO vs RACE
+793.3%
-726.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.8% | +2.9% |
| 7D | +3.6% | -1.0% | +4.6% | +3.6% |
| 30D | +23.8% | -1.5% | +25.3% | +23.9% |
| 3M | +8.1% | +15.5% | -7.4% | +6.3% |
| 6M | +34.3% | +17.3% | +17.0% | +31.4% |
| YTD | +111.1% | +11.1% | +100.0% | +107.6% |
| 1Y | +99.9% | -14.3% | +114.2% | +103.9% |
| 3Y | +86.5% | +40.2% | +46.3% | +70.8% |
| 5Y | +200.5% | +92.6% | +108.0% | +154.5% |
| 10Y | +66.5% | +786.6% | -720.0% | +3.6% |
| All | +66.5% | +793.3% | -726.7% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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