+86.3%
USO vs RMD
+51.8%
+34.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.2% | +6.1% | +2.6% |
| 7D | +3.6% | -4.5% | +8.0% | +3.2% |
| 30D | +23.8% | +4.6% | +19.2% | +24.1% |
| 3M | +8.1% | +14.8% | -6.7% | +9.0% |
| 6M | +34.3% | -12.1% | +46.3% | +35.4% |
| YTD | +111.1% | -7.5% | +118.6% | +112.5% |
| 1Y | +99.9% | -20.1% | +120.0% | +102.2% |
| All | +86.3% | +51.8% | +34.6% | +81.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling