+150.2%
XLE vs USO
+149.4%
+0.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +2.2% |
| 7D | -7.9% | -9.1% | +1.2% | -4.2% |
| 30D | -4.8% | -3.7% | -1.1% | -3.5% |
| 3M | +8.4% | +20.9% | -12.6% | -0.9% |
| 6M | +12.7% | +6.8% | +5.9% | +7.5% |
| YTD | +41.3% | +106.3% | -65.0% | -5.8% |
| 1Y | +42.3% | +100.2% | -57.9% | -3.7% |
| 3Y | +65.1% | +103.1% | -38.0% | +7.6% |
| 5Y | +150.2% | +146.1% | +4.1% | +42.1% |
| All | +150.2% | +149.4% | +0.8% | +42.1% |
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