+91.4%
USO vs TE
+132.3%
-41.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | 0.0% |
| 7D | +9.5% | -4.0% | +13.4% | +9.2% |
| 30D | +23.6% | -15.9% | +39.5% | +22.6% |
| 3M | +3.8% | -60.5% | +64.4% | +0.5% |
| 6M | +55.0% | -35.2% | +90.3% | +56.9% |
| YTD | +105.3% | -31.1% | +136.4% | +107.4% |
| 1Y | +91.4% | +148.6% | -57.3% | +100.7% |
| All | +91.4% | +132.3% | -41.0% | +100.7% |
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