+1,279.7%
HD vs USO
-72.8%
+1,352.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -1.9% |
| 7D | +4.3% | -12.1% | +16.4% | +5.6% |
| 30D | +20.2% | +3.1% | +17.1% | +19.6% |
| 3M | -1.0% | +24.9% | -25.9% | -3.8% |
| 6M | +7.9% | +10.8% | -2.9% | +5.6% |
| YTD | +2.0% | +114.6% | -112.6% | -10.0% |
| 1Y | -4.3% | +109.4% | -113.7% | -15.3% |
| 3Y | +25.9% | +98.1% | -72.2% | +10.7% |
| 5Y | +5.8% | +162.4% | -156.6% | -13.1% |
| 10Y | +262.5% | +85.9% | +176.6% | +199.1% |
| All | +1,279.7% | -72.8% | +1,352.5% | +1,179.5% |
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 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