+97.7%
USO vs TRI
-18.9%
+116.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.2% |
| 7D | +9.1% | -7.9% | +17.0% | +9.2% |
| 30D | +21.7% | -4.5% | +26.2% | +21.7% |
| 3M | +20.2% | +22.1% | -1.9% | +19.0% |
| 6M | +43.4% | -2.8% | +46.1% | +42.2% |
| YTD | +124.0% | -23.4% | +147.4% | +119.8% |
| 1Y | +112.2% | -41.5% | +153.7% | +106.7% |
| 3Y | +97.7% | -19.2% | +116.9% | +108.4% |
| All | +97.7% | -18.9% | +116.6% | +108.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling