+102.2%
USO vs TRU
+2.1%
+100.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.6% | -12.6% | -6.9% |
| 7D | -12.7% | +10.5% | -23.2% | -10.5% |
| 30D | +1.0% | +28.7% | -27.7% | +7.7% |
| 3M | +25.6% | +0.7% | +24.9% | +25.3% |
| 6M | -1.5% | +19.3% | -20.8% | +4.3% |
| YTD | +110.3% | -3.7% | +114.0% | +121.1% |
| 1Y | +102.2% | +3.4% | +98.7% | +112.6% |
| All | +102.2% | +2.1% | +100.0% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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