-8.8%
BA vs USO
+98.7%
-107.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -0.1% |
| 7D | +2.5% | +3.6% | -1.1% | +3.2% |
| 30D | -10.1% | +23.8% | -33.9% | -5.7% |
| 3M | -2.4% | +8.1% | -10.5% | +0.6% |
| 6M | -8.8% | +34.3% | -43.1% | -5.0% |
| YTD | -2.9% | +111.1% | -114.1% | -1.2% |
| 1Y | -8.8% | +99.9% | -108.7% | -5.7% |
| All | -8.8% | +98.7% | -107.5% | -5.7% |
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