+98.1%
USO vs USB
+89.5%
+8.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | -12.1% | 0.0% | -12.1% | -12.1% |
| 30D | +3.1% | +5.8% | -2.7% | +3.3% |
| 3M | +24.9% | -6.0% | +30.8% | +24.6% |
| 6M | +10.8% | +7.8% | +3.0% | +10.6% |
| YTD | +114.6% | +14.6% | +100.0% | +112.7% |
| 1Y | +109.4% | +31.8% | +77.6% | +103.4% |
| 3Y | +98.1% | +91.5% | +6.6% | +78.0% |
| All | +98.1% | +89.5% | +8.6% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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