-19.8%
HD vs USO
+92.2%
-112.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -2.1% | +9.5% | -11.5% | +0.1% |
| 30D | -8.4% | +23.6% | -32.0% | -3.6% |
| 3M | +4.3% | +3.8% | +0.5% | +6.8% |
| 6M | -11.1% | +55.0% | -66.2% | -4.1% |
| YTD | -4.7% | +105.3% | -109.9% | +4.0% |
| 1Y | -19.8% | +91.4% | -111.2% | -13.2% |
| All | -19.8% | +92.2% | -112.0% | -13.2% |
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