-59.3%
USO vs UUUU
-92.5%
+33.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -6.3% | +11.9% | +6.1% |
| 7D | +11.5% | -5.0% | +16.5% | +11.8% |
| 30D | +24.1% | -7.8% | +31.9% | +24.6% |
| 3M | +17.9% | -0.4% | +18.4% | +17.2% |
| 6M | +49.6% | -32.9% | +82.5% | +51.6% |
| YTD | +129.0% | -6.3% | +135.3% | +123.6% |
| 1Y | +112.0% | +7.9% | +104.1% | +102.1% |
| 3Y | +102.3% | +85.2% | +17.1% | +78.2% |
| 5Y | +224.5% | +97.0% | +127.6% | +175.8% |
| 10Y | +86.9% | +492.6% | -405.7% | +33.2% |
| All | -59.3% | -92.5% | +33.1% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 all: compounded portfolio wealth divided by compounded UUUU 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…
all analysis · Full analysis span regression · 6 months rolling