+82.0%
USO vs TRGP
+863.3%
-781.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | +9.1% | +0.1% | +9.0% | +9.1% |
| 30D | +21.7% | +8.0% | +13.6% | +17.7% |
| 3M | +20.2% | +8.3% | +12.0% | +16.6% |
| 6M | +43.4% | +23.9% | +19.4% | +31.7% |
| YTD | +124.0% | +59.6% | +64.3% | +85.4% |
| 1Y | +112.2% | +79.4% | +32.8% | +67.0% |
| 3Y | +97.7% | +269.4% | -171.8% | +13.9% |
| 5Y | +217.4% | +641.6% | -424.2% | +38.2% |
| All | +82.0% | +863.3% | -781.3% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling