+213.1%
USO vs TRI
-10.0%
+223.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.2% |
| 7D | +9.1% | -7.9% | +17.0% | +9.3% |
| 30D | +21.7% | -4.5% | +26.2% | +21.8% |
| 3M | +20.2% | +22.1% | -1.9% | +18.6% |
| 6M | +43.4% | -2.8% | +46.1% | +42.4% |
| YTD | +124.0% | -23.4% | +147.4% | +123.1% |
| 1Y | +112.2% | -41.5% | +153.7% | +112.9% |
| 3Y | +97.7% | -19.2% | +116.9% | +94.9% |
| All | +213.1% | -10.0% | +223.1% | +222.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling