+135.9%
XLU vs USO
+86.2%
+49.7%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.2% |
| 7D | -1.6% | +9.1% | -10.7% | -2.0% |
| 30D | -3.3% | +21.7% | -25.0% | -4.2% |
| 3M | -3.2% | +20.2% | -23.4% | -4.1% |
| 6M | -7.0% | +43.4% | -50.3% | -9.0% |
| YTD | +0.6% | +124.0% | -123.3% | -4.0% |
| 1Y | +2.4% | +112.2% | -109.8% | -2.1% |
| 3Y | +46.3% | +97.7% | -51.4% | +39.6% |
| 5Y | +44.0% | +217.4% | -173.5% | +32.5% |
| All | +135.9% | +86.2% | +49.7% | +121.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling