+28.6%
USO vs RACE
+658.9%
-630.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.3% |
| 7D | -12.1% | +5.1% | -17.2% | -12.7% |
| 30D | +3.1% | +7.7% | -4.6% | +2.1% |
| 3M | +24.9% | +2.2% | +22.7% | +24.3% |
| 6M | +10.8% | +23.8% | -13.0% | +6.8% |
| YTD | +114.6% | +13.9% | +100.7% | +108.0% |
| 1Y | +109.4% | +3.8% | +105.6% | +106.5% |
| 3Y | +98.1% | +28.0% | +70.1% | +81.3% |
| 5Y | +162.4% | +64.9% | +97.5% | +123.6% |
| 10Y | +85.9% | +780.4% | -694.5% | -13.4% |
| All | +28.6% | +658.9% | -630.3% | -49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling