+1,189.6%
HD vs USO
-74.0%
+1,263.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -2.1% | +9.5% | -11.5% | -3.1% |
| 30D | -8.4% | +23.6% | -32.0% | -10.7% |
| 3M | +4.3% | +3.8% | +0.5% | +3.3% |
| 6M | -11.1% | +55.0% | -66.2% | -17.6% |
| YTD | -4.7% | +105.3% | -109.9% | -15.2% |
| 1Y | -19.8% | +91.4% | -111.2% | -28.1% |
| 3Y | +4.1% | +84.6% | -80.5% | -7.5% |
| 5Y | +10.3% | +191.7% | -181.4% | -10.9% |
| 10Y | +203.2% | +73.3% | +129.9% | +152.9% |
| All | +1,189.6% | -74.0% | +1,263.6% | +1,105.9% |
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