+104.3%
USO vs RBA
-29.1%
+133.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.5% |
| 7D | +6.2% | -1.9% | +8.1% | +5.8% |
| 30D | +19.1% | -13.0% | +32.1% | +15.6% |
| 3M | +14.2% | -23.1% | +37.3% | +8.9% |
| 6M | +43.7% | -22.6% | +66.3% | +39.3% |
| YTD | +116.8% | -20.4% | +137.2% | +111.5% |
| 1Y | +104.3% | -29.6% | +133.9% | +86.3% |
| All | +104.3% | -29.1% | +133.4% | +86.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling