hard · FRM Part 1

A commodity is currently in backwardation. A long futures investor rolling their position each month should expect which of the following outcomes regarding the roll yield?

  1. A roll yield of zero, as spot and futures converge.
  2. A positive roll yield that contributes to total return.
  3. A roll yield equal to the convenience yield plus storage costs.
  4. A negative roll yield that acts as a drag on returns.

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