+99.6%
USO vs RMD
+69.3%
+30.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | -1.9% | +2.1% | -4.0% | -1.7% |
| 30D | -5.2% | +2.1% | -7.3% | -4.8% |
| 3M | +16.4% | +6.2% | +10.2% | +17.3% |
| 6M | +2.5% | +19.4% | -16.9% | +4.5% |
| YTD | +110.5% | +0.5% | +110.0% | +113.9% |
| 1Y | +108.4% | -3.9% | +112.4% | +112.0% |
| 3Y | +99.6% | +72.5% | +27.1% | +95.5% |
| All | +99.6% | +69.3% | +30.3% | +95.5% |
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 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