+352.0%
USO vs ROIV
+232.7%
+119.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.1% |
| 7D | +9.5% | +0.6% | +8.8% | +9.5% |
| 30D | +23.6% | +1.0% | +22.6% | +23.6% |
| 3M | +3.8% | +18.3% | -14.5% | +4.1% |
| 6M | +55.0% | +18.3% | +36.7% | +55.6% |
| YTD | +105.3% | +61.0% | +44.3% | +105.6% |
| 1Y | +91.4% | +177.9% | -86.5% | +91.0% |
| 3Y | +84.6% | +199.1% | -114.5% | +83.6% |
| 5Y | +191.7% | +250.7% | -59.0% | +177.5% |
| All | +352.0% | +232.7% | +119.3% | +321.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling