+26.9%
XLV vs USO
+92.2%
-65.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.1% |
| 7D | +0.2% | +9.5% | -9.3% | +1.0% |
| 30D | +4.4% | +23.6% | -19.1% | +6.5% |
| 3M | +13.2% | +3.8% | +9.4% | +13.7% |
| 6M | +10.1% | +55.0% | -44.9% | +16.4% |
| YTD | +11.7% | +105.3% | -93.6% | +21.0% |
| 1Y | +26.9% | +91.4% | -64.4% | +36.1% |
| All | +26.9% | +92.2% | -65.2% | +36.1% |
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 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