+181.3%
XLE vs USO
+73.9%
+107.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.4% |
| 7D | +0.3% | +6.2% | -5.9% | -2.4% |
| 30D | +8.5% | +19.1% | -10.6% | 0.0% |
| 3M | +14.6% | +14.2% | +0.4% | +6.6% |
| 6M | +17.6% | +43.7% | -26.2% | -4.3% |
| YTD | +48.1% | +116.8% | -68.8% | -2.3% |
| 1Y | +53.8% | +104.3% | -50.6% | +4.2% |
| 3Y | +56.2% | +91.5% | -35.3% | +6.6% |
| 5Y | +227.7% | +214.1% | +13.7% | +72.4% |
| 10Y | +181.3% | +77.0% | +104.3% | +83.8% |
| All | +181.3% | +73.9% | +107.4% | +83.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling