+146.1%
USO vs RBA
+47.6%
+98.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.4% | -6.3% | -3.9% |
| 7D | -9.1% | +2.5% | -11.6% | -9.1% |
| 30D | -3.7% | +11.6% | -15.3% | -4.0% |
| 3M | +20.9% | +1.5% | +19.4% | +21.0% |
| 6M | +6.8% | -6.6% | +13.4% | +6.9% |
| YTD | +106.3% | -6.3% | +112.5% | +106.0% |
| 1Y | +100.2% | -4.0% | +104.1% | +99.3% |
| 3Y | +103.1% | +47.3% | +55.8% | +93.9% |
| 5Y | +146.1% | +47.7% | +98.4% | +164.2% |
| All | +146.1% | +47.6% | +98.5% | +164.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling