+82.0%
USO vs TRU
+147.2%
-65.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.3% |
| 7D | +9.1% | -2.7% | +11.8% | +9.5% |
| 30D | +21.7% | -2.0% | +23.7% | +21.9% |
| 3M | +20.2% | +18.4% | +1.8% | +16.7% |
| 6M | +43.4% | +8.9% | +34.5% | +40.0% |
| YTD | +124.0% | -8.9% | +132.9% | +124.3% |
| 1Y | +112.2% | -15.9% | +128.1% | +114.9% |
| 3Y | +97.7% | -1.1% | +98.7% | +88.0% |
| 5Y | +217.4% | -35.2% | +252.6% | +232.6% |
| All | +82.0% | +147.2% | -65.2% | +58.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling