+14.7%
XLF vs USO
+102.2%
-87.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -8.1% | +11.6% | +2.7% |
| 7D | +5.5% | -12.7% | +18.2% | +4.2% |
| 30D | +9.9% | +1.0% | +8.9% | +10.0% |
| 3M | +2.6% | +25.6% | -22.9% | +5.1% |
| 6M | +15.6% | -1.5% | +17.1% | +16.3% |
| YTD | +9.4% | +110.3% | -100.8% | +15.4% |
| 1Y | +14.7% | +102.2% | -87.4% | +20.5% |
| All | +14.7% | +102.2% | -87.5% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling