+311.8%
XLE vs USO
-74.0%
+385.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | +2.2% | +9.5% | -7.3% | -2.4% |
| 30D | +11.8% | +23.6% | -11.8% | +0.2% |
| 3M | +9.8% | +3.8% | +6.0% | +6.2% |
| 6M | +15.6% | +55.0% | -39.5% | -12.4% |
| YTD | +45.3% | +105.3% | -60.0% | -5.4% |
| 1Y | +48.3% | +91.4% | -43.1% | 0.0% |
| 3Y | +55.4% | +84.6% | -29.1% | +3.8% |
| 5Y | +216.1% | +191.7% | +24.4% | +60.5% |
| 10Y | +178.4% | +73.3% | +105.1% | +66.0% |
| All | +311.8% | -74.0% | +385.8% | +605.3% |
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 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