+27.7%
V vs USO
+106.5%
-78.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +0.9% | -1.9% | +2.8% | +0.8% |
| 30D | +9.0% | -5.2% | +14.2% | +8.5% |
| 3M | +16.7% | +16.4% | +0.3% | +18.1% |
| 6M | +33.4% | +2.5% | +30.9% | +34.6% |
| YTD | +22.4% | +110.5% | -88.1% | +39.0% |
| 1Y | +27.7% | +108.4% | -80.7% | +43.7% |
| All | +27.7% | +106.5% | -78.8% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 USO 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