+85.0%
USO vs RACE
+717.8%
-632.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.5% | +5.7% | +3.4% |
| 7D | -1.4% | -4.0% | +2.6% | -1.2% |
| 30D | -4.6% | +3.5% | -8.1% | -4.9% |
| 3M | +14.7% | -0.4% | +15.2% | +14.6% |
| 6M | +1.2% | +23.2% | -21.9% | -1.1% |
| YTD | +111.2% | +11.0% | +100.2% | +107.7% |
| 1Y | +109.3% | -2.2% | +111.5% | +109.7% |
| 3Y | +103.5% | +22.5% | +80.9% | +92.0% |
| 5Y | +160.9% | +63.2% | +97.8% | +132.3% |
| All | +85.0% | +717.8% | -632.8% | +72.2% |
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