+383.9%
USO vs RKT
-8.7%
+392.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.8% | +4.6% | +2.8% |
| 7D | +3.6% | +6.0% | -2.4% | +3.9% |
| 30D | +23.8% | +0.7% | +23.1% | +23.9% |
| 3M | +8.1% | +11.8% | -3.8% | +8.9% |
| 6M | +34.3% | -7.6% | +41.9% | +34.8% |
| YTD | +111.1% | -28.7% | +139.8% | +111.4% |
| 1Y | +99.9% | -32.6% | +132.5% | +100.1% |
| 3Y | +86.5% | +42.1% | +44.4% | +87.3% |
| 5Y | +200.5% | -7.2% | +207.7% | +201.3% |
| All | +383.9% | -8.7% | +392.6% | +383.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling