+102.2%
USO vs XRT
+18.0%
+84.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.5% | -13.6% | -2.2% |
| 7D | -12.7% | +8.0% | -20.8% | -4.8% |
| 30D | +1.0% | +13.0% | -12.0% | +15.5% |
| 3M | +25.6% | +1.7% | +23.9% | +28.5% |
| 6M | -1.5% | +12.6% | -14.1% | +14.6% |
| YTD | +110.3% | +10.7% | +99.6% | +151.3% |
| 1Y | +102.2% | +18.4% | +83.8% | +144.6% |
| All | +102.2% | +18.0% | +84.2% | +144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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