+214.1%
USO vs RRC
+154.4%
+59.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.8% |
| 7D | +6.2% | -1.7% | +8.0% | +6.9% |
| 30D | +19.1% | +3.6% | +15.5% | +17.7% |
| 3M | +14.2% | +8.8% | +5.4% | +11.2% |
| 6M | +43.7% | +0.8% | +43.0% | +43.6% |
| YTD | +116.8% | +19.0% | +97.9% | +105.6% |
| 1Y | +104.3% | +22.9% | +81.4% | +91.3% |
| 3Y | +91.5% | +32.3% | +59.2% | +72.1% |
| 5Y | +214.1% | +151.6% | +62.5% | +124.8% |
| All | +214.1% | +154.4% | +59.7% | +124.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling