+112.0%
USO vs S
+10.1%
+101.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.9% | +3.7% | +5.7% |
| 7D | +11.5% | +0.1% | +11.4% | +11.5% |
| 30D | +24.1% | -11.8% | +35.9% | +22.9% |
| 3M | +17.9% | +33.9% | -16.0% | +20.2% |
| 6M | +49.6% | +40.1% | +9.5% | +54.1% |
| YTD | +129.0% | +32.1% | +96.9% | +134.4% |
| 1Y | +112.0% | +11.0% | +101.0% | +115.8% |
| All | +112.0% | +10.1% | +101.9% | +115.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling