+86.5%
USO vs RCL
+180.0%
-93.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.1% | +2.8% |
| 7D | +3.6% | -0.5% | +4.0% | +3.5% |
| 30D | +23.8% | -17.3% | +41.1% | +20.5% |
| 3M | +8.1% | -2.8% | +10.8% | +7.9% |
| 6M | +34.3% | -4.4% | +38.6% | +35.0% |
| YTD | +111.1% | -4.2% | +115.3% | +111.6% |
| 1Y | +99.9% | -23.4% | +123.3% | +101.8% |
| 3Y | +86.5% | +179.4% | -92.9% | +109.8% |
| All | +86.5% | +180.0% | -93.5% | +109.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling