-73.2%
USO vs UPS
+143.9%
-217.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.8% | +4.6% | +3.3% |
| 7D | +3.6% | -2.1% | +5.7% | +4.1% |
| 30D | +23.8% | -2.3% | +26.1% | +24.3% |
| 3M | +8.1% | -5.2% | +13.3% | +8.8% |
| 6M | +34.3% | +1.4% | +32.8% | +31.9% |
| YTD | +111.1% | +6.1% | +105.0% | +103.9% |
| 1Y | +99.9% | +27.0% | +72.9% | +82.8% |
| 3Y | +86.5% | -25.9% | +112.4% | +93.6% |
| 5Y | +200.5% | -34.6% | +235.1% | +216.5% |
| 10Y | +66.5% | +36.2% | +30.4% | +28.4% |
| All | -73.2% | +143.9% | -217.1% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded UPS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling