+112.2%
USO vs XME
+34.9%
+77.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.4% |
| 7D | +9.1% | -4.2% | +13.3% | +8.1% |
| 30D | +21.7% | -2.7% | +24.4% | +21.1% |
| 3M | +20.2% | -3.9% | +24.2% | +20.3% |
| 6M | +43.4% | -1.0% | +44.3% | +46.7% |
| YTD | +124.0% | +9.8% | +114.2% | +129.2% |
| 1Y | +112.2% | +32.5% | +79.6% | +120.5% |
| All | +112.2% | +34.9% | +77.3% | +120.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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