-2.6%
HD vs USO
+106.5%
-109.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | 0.0% |
| 7D | +1.5% | -1.9% | +3.4% | +1.1% |
| 30D | +18.0% | -5.2% | +23.2% | +16.8% |
| 3M | +2.8% | +16.4% | -13.6% | +7.5% |
| 6M | +17.0% | +2.5% | +14.5% | +20.4% |
| YTD | +3.5% | +110.5% | -107.0% | +15.5% |
| 1Y | -2.6% | +108.4% | -111.0% | +7.5% |
| All | -2.6% | +106.5% | -109.1% | +7.5% |
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