+82.0%
USO vs TRI
+196.2%
-114.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.5% |
| 7D | +9.1% | -7.9% | +17.0% | +10.4% |
| 30D | +21.7% | -4.5% | +26.2% | +22.3% |
| 3M | +20.2% | +22.1% | -1.9% | +14.2% |
| 6M | +43.4% | -2.8% | +46.1% | +41.9% |
| YTD | +124.0% | -23.4% | +147.4% | +132.1% |
| 1Y | +112.2% | -41.5% | +153.7% | +133.9% |
| 3Y | +97.7% | -19.2% | +116.9% | +94.2% |
| 5Y | +217.4% | -9.4% | +226.8% | +196.2% |
| All | +82.0% | +196.2% | -114.2% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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