+146.1%
USO vs STT
+108.8%
+37.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.2% | -7.1% | -4.2% |
| 7D | -9.1% | +0.9% | -10.0% | -9.2% |
| 30D | -3.7% | -2.3% | -1.4% | -3.6% |
| 3M | +20.9% | -7.0% | +27.9% | +21.7% |
| 6M | +6.8% | +15.5% | -8.7% | +4.2% |
| YTD | +106.3% | +35.6% | +70.7% | +95.5% |
| 1Y | +100.2% | +47.9% | +52.3% | +86.5% |
| 3Y | +103.1% | +181.1% | -78.0% | +64.5% |
| 5Y | +146.1% | +108.2% | +37.9% | +101.3% |
| All | +146.1% | +108.8% | +37.3% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 5y: compounded portfolio wealth divided by compounded STT 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…
5y analysis · Full analysis span regression · 6 months rolling