+94.5%
USO vs URA
-26.7%
+121.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | +0.4% |
| 7D | -2.7% | +2.9% | -5.6% | -1.9% |
| 30D | -6.3% | -10.8% | +4.5% | -8.7% |
| 3M | +10.9% | -25.5% | +36.4% | +4.0% |
| 6M | +2.0% | -41.2% | +43.2% | -7.7% |
| YTD | +104.6% | -21.3% | +125.8% | +90.6% |
| 1Y | +94.5% | -25.7% | +120.2% | +81.8% |
| All | +94.5% | -26.7% | +121.3% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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