+112.2%
USO vs SPY
+18.1%
+94.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.0% | -1.1% |
| 7D | +9.1% | -0.8% | +9.9% | +8.2% |
| 30D | +21.7% | -1.1% | +22.7% | +20.3% |
| 3M | +20.2% | +3.9% | +16.4% | +26.6% |
| 6M | +43.4% | +13.6% | +29.8% | +72.0% |
| YTD | +124.0% | +12.7% | +111.3% | +167.8% |
| 1Y | +112.2% | +17.5% | +94.7% | +158.3% |
| All | +112.2% | +18.1% | +94.1% | +158.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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