+102.2%
USO vs TE
-16.5%
+118.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.5% | -4.5% | -8.3% |
| 7D | -12.7% | +3.8% | -16.5% | -12.5% |
| 30D | +1.0% | -26.2% | +27.2% | -0.9% |
| 3M | +25.6% | -49.7% | +75.3% | +20.7% |
| 6M | -1.5% | -46.5% | +45.0% | -2.7% |
| YTD | +110.3% | -59.1% | +169.4% | +105.0% |
| 1Y | +102.2% | -25.8% | +128.0% | +89.5% |
| All | +102.2% | -16.5% | +118.7% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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