+198.6%
BA vs USO
-73.9%
+272.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | +0.3% |
| 7D | -1.7% | -9.1% | +7.3% | +0.2% |
| 30D | -9.5% | -3.7% | -5.7% | -9.0% |
| 3M | -26.5% | +20.9% | -47.4% | -30.1% |
| 6M | -27.4% | +6.8% | -34.2% | -30.2% |
| YTD | -20.6% | +106.3% | -126.9% | -37.2% |
| 1Y | -11.4% | +100.2% | -111.6% | -29.5% |
| 3Y | -10.8% | +103.1% | -113.9% | -30.7% |
| 5Y | -21.9% | +146.1% | -168.0% | -45.2% |
| 10Y | +28.1% | +73.5% | -45.3% | -8.4% |
| All | +198.6% | -73.9% | +272.5% | +187.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling