+84.4%
USO vs RMD
+347.3%
-263.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -1.9% | +2.1% | -4.0% | -2.1% |
| 30D | -5.2% | +2.1% | -7.3% | -5.5% |
| 3M | +16.4% | +6.2% | +10.2% | +15.4% |
| 6M | +2.5% | +19.4% | -16.9% | 0.0% |
| YTD | +110.5% | +0.5% | +110.0% | +109.2% |
| 1Y | +108.4% | -3.9% | +112.4% | +108.4% |
| 3Y | +99.6% | +72.5% | +27.1% | +77.7% |
| 5Y | +160.1% | -1.5% | +161.6% | +151.6% |
| All | +84.4% | +347.3% | -263.0% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling