+112.2%
USO vs TRU
-13.7%
+125.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.0% |
| 7D | +9.1% | -2.7% | +11.8% | +8.5% |
| 30D | +21.7% | -2.0% | +23.7% | +21.3% |
| 3M | +20.2% | +18.4% | +1.8% | +24.6% |
| 6M | +43.4% | +8.9% | +34.5% | +47.5% |
| YTD | +124.0% | -8.9% | +132.9% | +133.6% |
| 1Y | +112.2% | -15.9% | +128.1% | +122.6% |
| All | +112.2% | -13.7% | +125.8% | +122.6% |
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