+133.9%
HL vs USO
+92.2%
+41.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +1.5% | +9.5% | -8.0% | +3.7% |
| 30D | +25.1% | +23.6% | +1.5% | +31.6% |
| 3M | +22.9% | +3.8% | +19.1% | +25.3% |
| 6M | -4.9% | +55.0% | -60.0% | +2.4% |
| YTD | +7.8% | +105.3% | -97.4% | +14.1% |
| 1Y | +133.9% | +91.4% | +42.5% | +154.6% |
| All | +133.9% | +92.2% | +41.7% | +154.6% |
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