+108.4%
USO vs RGEN
+8.1%
+100.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.1% |
| 7D | -1.9% | -3.3% | +1.4% | -2.8% |
| 30D | -5.2% | -5.8% | +0.6% | -6.7% |
| 3M | +16.4% | +0.2% | +16.3% | +18.1% |
| 6M | +2.5% | +56.8% | -54.3% | +26.1% |
| YTD | +110.5% | +2.4% | +108.1% | +154.0% |
| 1Y | +108.4% | +11.4% | +97.0% | +148.8% |
| All | +108.4% | +8.1% | +100.3% | +148.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling