+25.0%
HL vs USO
+102.2%
-77.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -8.1% | +21.2% | +10.9% |
| 7D | +0.2% | -12.7% | +12.9% | -3.0% |
| 30D | -12.1% | +1.0% | -13.1% | -11.7% |
| 3M | -2.8% | +25.6% | -28.4% | +3.8% |
| 6M | -14.9% | -1.5% | -13.4% | -13.7% |
| YTD | -22.0% | +110.3% | -132.3% | -11.3% |
| 1Y | +25.0% | +102.2% | -77.1% | +42.1% |
| All | +25.0% | +102.2% | -77.2% | +42.1% |
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