+91.4%
USO vs RKT
-21.9%
+113.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.4% |
| 7D | +9.5% | +2.1% | +7.3% | +10.3% |
| 30D | +23.6% | +1.4% | +22.1% | +24.7% |
| 3M | +3.8% | +6.3% | -2.5% | +8.0% |
| 6M | +55.0% | -15.5% | +70.5% | +58.7% |
| YTD | +105.3% | -27.4% | +132.6% | +108.6% |
| 1Y | +91.4% | -26.6% | +118.0% | +92.8% |
| All | +91.4% | -21.9% | +113.3% | +92.8% |
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