+225.7%
XLE vs USO
+198.8%
+26.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.9% | -1.8% | -0.1% |
| 7D | 0.0% | +3.6% | -3.6% | -1.5% |
| 30D | +12.6% | +23.8% | -11.1% | +2.4% |
| 3M | +11.8% | +8.1% | +3.8% | +6.9% |
| 6M | +16.1% | +34.3% | -18.2% | -2.3% |
| YTD | +46.9% | +111.1% | -64.3% | -3.0% |
| 1Y | +53.3% | +99.9% | -46.7% | +3.9% |
| 3Y | +54.9% | +86.5% | -31.6% | +6.0% |
| 5Y | +225.7% | +200.5% | +25.2% | +56.1% |
| All | +225.7% | +198.8% | +26.9% | +56.1% |
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