+195.5%
USO vs USB
+40.0%
+155.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +9.5% | +1.4% | +8.0% | +9.3% |
| 30D | +23.6% | -1.3% | +24.9% | +23.7% |
| 3M | +3.8% | +15.2% | -11.4% | +1.7% |
| 6M | +55.0% | +18.8% | +36.2% | +50.7% |
| YTD | +105.3% | +21.0% | +84.3% | +98.4% |
| 1Y | +91.4% | +34.0% | +57.4% | +81.2% |
| 3Y | +84.6% | +95.3% | -10.8% | +58.6% |
| All | +195.5% | +40.0% | +155.5% | +159.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling