+183.6%
USO vs S
-48.3%
+231.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | 0.0% |
| 7D | -2.7% | +1.2% | -3.9% | -2.7% |
| 30D | -6.3% | -7.3% | +1.0% | -6.3% |
| 3M | +10.9% | +5.9% | +5.0% | +10.8% |
| 6M | +2.0% | +45.6% | -43.6% | +1.8% |
| YTD | +104.6% | +58.5% | +46.0% | +103.8% |
| 1Y | +94.5% | +37.6% | +56.9% | +94.2% |
| 3Y | +97.1% | +51.7% | +45.4% | +95.8% |
| 5Y | +151.6% | -67.5% | +219.1% | +149.7% |
| All | +183.6% | -48.3% | +231.9% | +194.8% |
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