+102.2%
USO vs TD
+61.0%
+41.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.8% | -10.8% | -5.9% |
| 7D | -12.7% | +1.4% | -14.1% | -11.5% |
| 30D | +1.0% | +10.2% | -9.3% | +9.0% |
| 3M | +25.6% | +8.1% | +17.5% | +34.1% |
| 6M | -1.5% | +22.3% | -23.8% | +20.1% |
| YTD | +110.3% | +39.0% | +71.2% | +182.3% |
| 1Y | +102.2% | +62.6% | +39.5% | +163.0% |
| All | +102.2% | +61.0% | +41.1% | +163.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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