+91.4%
USO vs RKT
+37.5%
+53.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.8% | +5.4% | +2.3% |
| 7D | +6.2% | -1.0% | +7.2% | +6.1% |
| 30D | +19.1% | -2.4% | +21.5% | +18.9% |
| 3M | +14.2% | +1.9% | +12.3% | +15.6% |
| 6M | +43.7% | -13.9% | +57.6% | +44.5% |
| YTD | +116.8% | -30.6% | +147.5% | +116.1% |
| 1Y | +104.3% | -34.4% | +138.7% | +103.2% |
| All | +91.4% | +37.5% | +53.8% | +95.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling