+86.5%
USO vs RVTY
+16.6%
+69.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.4% | +5.3% | +2.7% |
| 7D | +3.6% | +0.4% | +3.2% | +3.6% |
| 30D | +23.8% | +10.8% | +12.9% | +24.6% |
| 3M | +8.1% | +26.8% | -18.7% | +9.9% |
| 6M | +34.3% | +39.3% | -5.1% | +37.9% |
| YTD | +111.1% | +31.6% | +79.5% | +116.8% |
| 1Y | +99.9% | +47.7% | +52.2% | +104.0% |
| 3Y | +86.5% | +19.9% | +66.6% | +89.3% |
| All | +86.5% | +16.6% | +69.9% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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