+81.0%
USO vs RCL
+368.0%
-287.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | -2.7% | +0.6% | -3.3% | -2.8% |
| 30D | -6.3% | +19.4% | -25.8% | -8.0% |
| 3M | +10.9% | +9.8% | +1.1% | +9.6% |
| 6M | +2.0% | +28.6% | -26.6% | -1.2% |
| YTD | +104.6% | +22.2% | +82.4% | +96.1% |
| 1Y | +94.5% | +29.7% | +64.8% | +84.7% |
| 3Y | +97.1% | +265.3% | -168.2% | +58.1% |
| 5Y | +151.6% | +301.8% | -150.1% | +91.0% |
| 10Y | +81.0% | +360.5% | -279.5% | +57.0% |
| All | +81.0% | +368.0% | -287.0% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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