-1.8%
BA vs USO
+81.7%
-83.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +1.2% | +9.5% | -8.3% | +1.6% |
| 30D | -11.6% | +23.6% | -35.2% | -10.8% |
| 3M | -2.4% | +3.8% | -6.2% | -1.5% |
| 6M | -6.6% | +55.0% | -61.7% | -11.0% |
| YTD | -2.2% | +105.3% | -107.5% | -11.0% |
| 1Y | -8.0% | +91.4% | -99.4% | -15.3% |
| All | -1.8% | +81.7% | -83.4% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling