+91.4%
USO vs TROW
+0.2%
+91.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.6% |
| 7D | +9.5% | -1.3% | +10.8% | +8.8% |
| 30D | +23.6% | -4.5% | +28.1% | +20.8% |
| 3M | +3.8% | +3.9% | -0.1% | +5.3% |
| 6M | +55.0% | +22.6% | +32.5% | +66.1% |
| YTD | +105.3% | +10.1% | +95.1% | +117.6% |
| 1Y | +91.4% | +3.6% | +87.8% | +104.8% |
| All | +91.4% | +0.2% | +91.2% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling