+1,311.2%
HD vs USO
-74.1%
+1,385.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -1.2% | -2.7% | +1.5% | -0.9% |
| 30D | +20.9% | -6.3% | +27.2% | +21.5% |
| 3M | -0.2% | +10.9% | -11.0% | -1.8% |
| 6M | +14.5% | +2.0% | +12.5% | +13.0% |
| YTD | +4.3% | +104.6% | -100.2% | -7.5% |
| 1Y | -3.5% | +94.5% | -98.0% | -13.9% |
| 3Y | +30.1% | +97.1% | -66.9% | +14.2% |
| 5Y | +8.5% | +151.6% | -143.2% | -10.6% |
| 10Y | +245.3% | +81.0% | +164.3% | +185.3% |
| All | +1,311.2% | -74.1% | +1,385.3% | +1,215.0% |
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