+108.4%
USO vs USAR
-51.4%
+159.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.2% |
| 7D | -1.9% | -0.8% | -1.1% | -1.9% |
| 30D | -5.2% | -20.9% | +15.7% | -6.9% |
| 3M | +16.4% | -56.2% | +72.6% | +8.5% |
| 6M | +2.5% | -67.9% | +70.4% | -4.8% |
| YTD | +110.5% | -31.4% | +141.9% | +100.2% |
| 1Y | +108.4% | -45.1% | +153.5% | +99.1% |
| All | +108.4% | -51.4% | +159.8% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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