+86.1%
USO vs RGEN
+414.1%
-328.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +5.6% |
| 7D | +11.5% | -2.9% | +14.4% | +11.5% |
| 30D | +24.1% | -0.1% | +24.2% | +24.1% |
| 3M | +17.9% | +25.9% | -8.0% | +17.9% |
| 6M | +49.6% | +35.2% | +14.4% | +49.4% |
| YTD | +129.0% | +0.5% | +128.5% | +130.5% |
| 1Y | +112.0% | +37.0% | +75.0% | +111.3% |
| 3Y | +102.3% | +2.0% | +100.3% | +102.0% |
| 5Y | +224.5% | -44.2% | +268.7% | +227.7% |
| All | +86.1% | +414.1% | -328.1% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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