+102.2%
USO vs RKT
-9.4%
+111.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +8.7% | -16.8% | -5.1% |
| 7D | -12.7% | +29.7% | -42.4% | -4.3% |
| 30D | +1.0% | +28.5% | -27.5% | +10.5% |
| 3M | +25.6% | +6.4% | +19.2% | +29.6% |
| 6M | -1.5% | +7.1% | -8.6% | +5.2% |
| YTD | +110.3% | -22.5% | +132.7% | +118.8% |
| 1Y | +102.2% | -10.4% | +112.6% | +108.7% |
| All | +102.2% | -9.4% | +111.6% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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