+97.7%
USO vs TRV
+146.6%
-48.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.1% |
| 7D | +9.1% | +1.9% | +7.2% | +9.2% |
| 30D | +21.7% | +1.7% | +20.0% | +21.8% |
| 3M | +20.2% | +23.9% | -3.6% | +20.3% |
| 6M | +43.4% | +26.3% | +17.1% | +43.4% |
| YTD | +124.0% | +30.8% | +93.2% | +124.0% |
| 1Y | +112.2% | +36.3% | +75.9% | +112.0% |
| 3Y | +97.7% | +145.0% | -47.4% | +93.7% |
| All | +97.7% | +146.6% | -48.9% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 3y: compounded portfolio wealth divided by compounded TRV 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…
3y analysis · Full analysis span regression · 6 months rolling