+155.0%
HPE vs USO
+111.6%
+43.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -2.2% | +14.6% | +12.3% |
| 7D | +19.4% | +9.1% | +10.3% | +20.0% |
| 30D | +5.6% | +21.7% | -16.1% | +7.0% |
| 3M | +33.1% | +20.2% | +12.8% | +34.9% |
| 6M | +192.5% | +43.4% | +149.1% | +193.0% |
| YTD | +160.9% | +124.0% | +36.9% | +143.8% |
| 1Y | +155.0% | +112.2% | +42.8% | +139.8% |
| All | +155.0% | +111.6% | +43.3% | +139.8% |
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