+3,306.4%
V vs USO
-78.9%
+3,385.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +0.5% |
| 7D | -0.8% | -9.1% | +8.3% | +0.6% |
| 30D | +9.5% | -3.7% | +13.3% | +9.9% |
| 3M | +16.7% | +20.9% | -4.2% | +12.4% |
| 6M | +32.9% | +6.8% | +26.2% | +29.7% |
| YTD | +21.1% | +106.3% | -85.2% | +3.7% |
| 1Y | +26.6% | +100.2% | -73.6% | +8.9% |
| 3Y | +78.4% | +103.1% | -24.7% | +50.0% |
| 5Y | +105.5% | +146.1% | -40.6% | +60.2% |
| 10Y | +444.2% | +73.5% | +370.8% | +325.3% |
| All | +3,306.4% | -78.9% | +3,385.3% | +3,920.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling