+159.6%
USO vs TE
-82.5%
+242.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | -0.3% |
| 7D | -1.9% | -19.1% | +17.2% | -2.0% |
| 30D | -5.2% | -34.1% | +28.9% | -5.3% |
| 3M | +16.4% | -60.1% | +76.6% | +16.1% |
| 6M | +2.5% | -66.0% | +68.4% | +2.0% |
| YTD | +110.5% | -71.4% | +181.9% | +109.1% |
| 1Y | +108.4% | -45.3% | +153.7% | +103.6% |
| 3Y | +99.6% | +9.1% | +90.5% | +86.4% |
| All | +159.6% | -82.5% | +242.1% | +161.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling