+99.0%
USO vs ROIV
+101.7%
-2.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.6% | -8.5% | -2.9% |
| 7D | -9.1% | +13.3% | -22.4% | -6.5% |
| 30D | -3.7% | +14.8% | -18.5% | -0.7% |
| 3M | +20.9% | +11.9% | +9.0% | +24.3% |
| 6M | +6.8% | +42.4% | -35.6% | +18.2% |
| YTD | +106.3% | +87.4% | +18.9% | +131.4% |
| All | +99.0% | +101.7% | -2.7% | +125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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