+77.0%
USO vs RCL
+341.7%
-264.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +2.9% |
| 7D | +6.2% | -2.2% | +8.4% | +6.5% |
| 30D | +19.1% | -15.7% | +34.8% | +20.9% |
| 3M | +14.2% | -8.0% | +22.2% | +14.6% |
| 6M | +43.7% | -10.1% | +53.9% | +43.3% |
| YTD | +116.8% | -5.9% | +122.7% | +113.5% |
| 1Y | +104.3% | -23.5% | +127.8% | +106.1% |
| 3Y | +91.5% | +174.4% | -82.8% | +58.5% |
| 5Y | +214.1% | +227.1% | -13.1% | +143.4% |
| 10Y | +77.0% | +342.5% | -265.5% | +53.5% |
| All | +77.0% | +341.7% | -264.7% | +53.5% |
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