+112.0%
USO vs RMD
-20.3%
+132.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +5.5% |
| 7D | +11.5% | -4.2% | +15.7% | +9.8% |
| 30D | +24.1% | -2.1% | +26.2% | +23.2% |
| 3M | +17.9% | +13.8% | +4.2% | +24.4% |
| 6M | +49.6% | -10.6% | +60.2% | +51.2% |
| YTD | +129.0% | -8.1% | +137.1% | +131.2% |
| 1Y | +112.0% | -18.0% | +129.9% | +118.5% |
| All | +112.0% | -20.3% | +132.3% | +118.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling