+86.5%
USO vs RBA
+29.1%
+57.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.0% | +4.9% | +2.7% |
| 7D | +3.6% | -1.1% | +4.6% | +3.5% |
| 30D | +23.8% | -13.2% | +37.0% | +22.8% |
| 3M | +8.1% | -21.4% | +29.4% | +6.6% |
| 6M | +34.3% | -20.9% | +55.1% | +32.8% |
| YTD | +111.1% | -19.9% | +131.0% | +108.7% |
| 1Y | +99.9% | -28.7% | +128.6% | +98.7% |
| 3Y | +86.5% | +27.4% | +59.1% | +95.1% |
| All | +86.5% | +29.1% | +57.4% | +95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling