-73.9%
USO vs RMD
+1,188.5%
-1,262.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +9.5% | -5.0% | +14.4% | +10.5% |
| 30D | +23.6% | +2.2% | +21.4% | +22.9% |
| 3M | +3.8% | +17.8% | -14.0% | -0.1% |
| 6M | +55.0% | -11.3% | +66.4% | +57.2% |
| YTD | +105.3% | -4.4% | +109.7% | +104.6% |
| 1Y | +91.4% | -15.7% | +107.1% | +95.6% |
| 3Y | +84.6% | +47.7% | +36.8% | +61.7% |
| 5Y | +191.7% | -19.2% | +211.0% | +188.4% |
| 10Y | +73.3% | +280.4% | -207.1% | +9.5% |
| All | -73.9% | +1,188.5% | -1,262.4% | -89.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling