+91.4%
USO vs RRC
+31.0%
+60.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.8% |
| 7D | +6.2% | -1.7% | +8.0% | +7.0% |
| 30D | +19.1% | +3.6% | +15.5% | +17.4% |
| 3M | +14.2% | +8.8% | +5.4% | +10.5% |
| 6M | +43.7% | +0.8% | +43.0% | +43.3% |
| YTD | +116.8% | +19.0% | +97.9% | +103.6% |
| 1Y | +104.3% | +22.9% | +81.4% | +89.2% |
| All | +91.4% | +31.0% | +60.3% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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