+67.7%
V vs USO
+213.6%
-145.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -0.4% |
| 7D | -2.9% | +6.2% | -9.2% | -3.0% |
| 30D | +1.9% | +19.1% | -17.2% | +1.6% |
| 3M | +13.2% | +14.2% | -1.0% | +13.0% |
| 6M | +16.7% | +43.7% | -27.0% | +15.5% |
| YTD | +5.4% | +116.8% | -111.5% | +2.3% |
| 1Y | +7.7% | +104.3% | -96.7% | +4.8% |
| 3Y | +52.0% | +91.5% | -39.5% | +47.5% |
| 5Y | +67.7% | +214.1% | -146.3% | +39.3% |
| All | +67.7% | +213.6% | -145.9% | +39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling