+91.4%
USO vs VLO
+143.4%
-52.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +9.5% | +5.2% | +4.2% | +6.1% |
| 30D | +23.6% | +22.6% | +1.0% | +8.6% |
| 3M | +3.8% | +43.8% | -40.0% | -17.9% |
| 6M | +55.0% | +65.7% | -10.7% | +14.2% |
| YTD | +105.3% | +131.1% | -25.8% | +30.4% |
| 1Y | +91.4% | +143.6% | -52.3% | +17.1% |
| All | +91.4% | +143.4% | -52.0% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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