+77.6%
HL vs USO
+111.6%
-34.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.7% |
| 7D | -4.4% | +9.1% | -13.5% | -2.2% |
| 30D | +9.3% | +21.7% | -12.4% | +14.7% |
| 3M | +32.0% | +20.2% | +11.7% | +39.5% |
| 6M | -6.4% | +43.4% | -49.8% | +2.5% |
| YTD | +3.1% | +124.0% | -120.8% | +13.4% |
| 1Y | +77.6% | +112.2% | -34.6% | +97.9% |
| All | +77.6% | +111.6% | -34.1% | +97.9% |
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 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