+97.7%
USO vs RGTI
+671.2%
-573.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.2% |
| 7D | +9.1% | +0.5% | +8.7% | +9.1% |
| 30D | +21.7% | -17.1% | +38.8% | +21.4% |
| 3M | +20.2% | -26.0% | +46.2% | +20.1% |
| 6M | +43.4% | -9.9% | +53.2% | +43.7% |
| YTD | +124.0% | -31.1% | +155.0% | +124.6% |
| 1Y | +112.2% | -8.5% | +120.7% | +113.2% |
| 3Y | +97.7% | +652.2% | -554.6% | +100.4% |
| All | +97.7% | +671.2% | -573.6% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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