+102.1%
USO vs SPXU
-79.4%
+181.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.8% | +3.8% | +5.6% |
| 7D | +11.5% | +6.4% | +5.1% | +11.3% |
| 30D | +24.1% | +5.9% | +18.2% | +23.9% |
| 3M | +17.9% | -11.7% | +29.6% | +17.9% |
| 6M | +49.6% | -28.7% | +78.3% | +49.2% |
| YTD | +129.0% | -26.4% | +155.4% | +129.1% |
| 1Y | +112.0% | -35.2% | +147.2% | +109.7% |
| All | +102.1% | -79.4% | +181.5% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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