-26.4%
BA vs USO
+162.8%
-189.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -1.1% | -1.9% | +0.8% | -1.1% |
| 30D | -7.1% | -5.2% | -1.9% | -7.1% |
| 3M | -25.5% | +16.4% | -42.0% | -25.7% |
| 6M | -28.7% | +2.5% | -31.2% | -28.6% |
| YTD | -21.0% | +110.5% | -131.5% | -27.8% |
| 1Y | -11.9% | +108.4% | -120.3% | -19.4% |
| 3Y | -16.2% | +99.6% | -115.8% | -23.7% |
| All | -26.4% | +162.8% | -189.3% | -44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling