-72.4%
USO vs TRI
+348.9%
-421.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +3.3% |
| 7D | +6.2% | -8.4% | +14.6% | +9.0% |
| 30D | +19.1% | -6.5% | +25.6% | +21.1% |
| 3M | +14.2% | +18.6% | -4.4% | +5.1% |
| 6M | +43.7% | -10.4% | +54.2% | +44.7% |
| YTD | +116.8% | -23.7% | +140.5% | +128.5% |
| 1Y | +104.3% | -42.5% | +146.8% | +138.7% |
| 3Y | +91.5% | -19.3% | +110.8% | +89.3% |
| 5Y | +214.1% | -9.7% | +223.7% | +189.6% |
| 10Y | +77.0% | +194.4% | -117.4% | -7.0% |
| All | -72.4% | +348.9% | -421.4% | -89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling