+224.5%
USO vs RKT
-11.7%
+236.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.8% | +7.4% | +5.5% |
| 7D | +11.5% | -7.2% | +18.7% | +10.8% |
| 30D | +24.1% | -7.9% | +32.0% | +23.4% |
| 3M | +17.9% | +5.2% | +12.7% | +18.9% |
| 6M | +49.6% | -14.9% | +64.5% | +49.9% |
| YTD | +129.0% | -31.9% | +160.9% | +128.7% |
| 1Y | +112.0% | -36.9% | +148.9% | +111.5% |
| 3Y | +102.3% | +35.7% | +66.6% | +101.2% |
| 5Y | +224.5% | -9.7% | +234.2% | +245.4% |
| All | +224.5% | -11.7% | +236.3% | +245.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling