+102.1%
USO vs TEL
+65.7%
+36.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +11.5% | -2.3% | +13.7% | +11.2% |
| 30D | +24.1% | -6.1% | +30.2% | +23.2% |
| 3M | +17.9% | +1.7% | +16.2% | +18.4% |
| 6M | +49.6% | +1.6% | +48.0% | +49.8% |
| YTD | +129.0% | -9.1% | +138.1% | +130.2% |
| 1Y | +112.0% | -1.7% | +113.7% | +110.6% |
| All | +102.1% | +65.7% | +36.4% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 3y: compounded portfolio wealth divided by compounded TEL 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…
3y analysis · Full analysis span regression · 6 months rolling