+77.0%
USO vs RBA
+189.2%
-112.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.8% |
| 7D | +6.2% | -1.9% | +8.1% | +6.6% |
| 30D | +19.1% | -13.0% | +32.1% | +21.7% |
| 3M | +14.2% | -23.1% | +37.3% | +18.5% |
| 6M | +43.7% | -22.6% | +66.3% | +48.5% |
| YTD | +116.8% | -20.4% | +137.2% | +121.9% |
| 1Y | +104.3% | -29.6% | +133.9% | +114.2% |
| 3Y | +91.5% | +26.6% | +65.0% | +74.0% |
| 5Y | +214.1% | +38.2% | +175.9% | +172.2% |
| 10Y | +77.0% | +194.7% | -117.7% | +12.4% |
| All | +77.0% | +189.2% | -112.2% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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