+159.6%
USO vs RKT
-7.1%
+166.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.9% | -9.0% | +7.1% | -2.7% |
| 30D | -5.2% | +30.2% | -35.4% | -2.7% |
| 3M | +16.4% | -8.8% | +25.3% | +16.1% |
| 6M | +2.5% | -0.9% | +3.4% | +3.6% |
| YTD | +110.5% | -29.2% | +139.7% | +111.6% |
| 1Y | +108.4% | -20.1% | +128.5% | +110.0% |
| 3Y | +99.6% | +81.3% | +18.3% | +98.5% |
| All | +159.6% | -7.1% | +166.7% | +198.0% |
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