+224.5%
USO vs TRGP
+627.0%
-402.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.5% |
| 7D | +11.5% | -0.6% | +12.0% | +11.8% |
| 30D | +24.1% | +10.0% | +14.1% | +17.6% |
| 3M | +17.9% | +7.6% | +10.3% | +13.5% |
| 6M | +49.6% | +26.8% | +22.8% | +32.3% |
| YTD | +129.0% | +60.6% | +68.5% | +78.6% |
| 1Y | +112.0% | +82.5% | +29.5% | +53.9% |
| 3Y | +102.3% | +265.0% | -162.7% | -5.7% |
| 5Y | +224.5% | +645.9% | -421.3% | -5.4% |
| All | +224.5% | +627.0% | -402.5% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling