+192.8%
USO vs S
-51.5%
+244.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -6.3% | +9.5% | +3.3% |
| 7D | -1.4% | +4.1% | -5.5% | -1.5% |
| 30D | -4.6% | -7.2% | +2.6% | -4.5% |
| 3M | +14.7% | 0.0% | +14.8% | +14.7% |
| 6M | +1.2% | +41.6% | -40.4% | +1.0% |
| YTD | +111.2% | +48.6% | +62.6% | +110.5% |
| 1Y | +109.3% | +30.0% | +79.3% | +108.9% |
| 3Y | +103.5% | +42.2% | +61.3% | +102.2% |
| 5Y | +160.9% | -70.8% | +231.7% | +158.7% |
| All | +192.8% | -51.5% | +244.4% | +204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling