+112.2%
USO vs TGT
+78.4%
+33.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +9.1% | -5.2% | +14.4% | +8.0% |
| 30D | +21.7% | +1.2% | +20.5% | +22.3% |
| 3M | +20.2% | +18.4% | +1.9% | +24.9% |
| 6M | +43.4% | +33.4% | +9.9% | +52.0% |
| YTD | +124.0% | +63.8% | +60.2% | +138.0% |
| 1Y | +112.2% | +77.2% | +35.0% | +122.9% |
| All | +112.2% | +78.4% | +33.8% | +122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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