+86.1%
USO vs TRMB
+118.7%
-32.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.0% | +6.6% | +5.8% |
| 7D | +11.5% | -5.4% | +16.9% | +12.5% |
| 30D | +24.1% | -2.0% | +26.1% | +24.4% |
| 3M | +17.9% | +12.3% | +5.6% | +14.8% |
| 6M | +49.6% | -17.6% | +67.2% | +53.6% |
| YTD | +129.0% | -27.5% | +156.5% | +140.7% |
| 1Y | +112.0% | -29.1% | +141.1% | +123.2% |
| 3Y | +102.3% | +11.5% | +90.8% | +87.6% |
| 5Y | +224.5% | -39.5% | +264.0% | +245.3% |
| All | +86.1% | +118.7% | -32.6% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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