+2,093.2%
XLK vs USO
-72.5%
+2,165.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.4% |
| 7D | +2.3% | +6.2% | -3.9% | +1.3% |
| 30D | +0.8% | +19.1% | -18.3% | -2.0% |
| 3M | +4.1% | +14.2% | -10.2% | +1.2% |
| 6M | +34.8% | +43.7% | -9.0% | +24.1% |
| YTD | +30.8% | +116.8% | -86.0% | +11.3% |
| 1Y | +42.4% | +104.3% | -62.0% | +22.2% |
| 3Y | +121.8% | +91.5% | +30.3% | +89.8% |
| 5Y | +146.6% | +214.1% | -67.5% | +85.6% |
| 10Y | +804.3% | +77.0% | +727.2% | +616.5% |
| All | +2,093.2% | -72.5% | +2,165.8% | +2,140.1% |
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 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