+340.8%
HPE vs USO
+223.2%
+117.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +5.6% | -11.9% | -6.8% |
| 7D | +1.4% | +11.5% | -10.0% | +0.3% |
| 30D | +1.5% | +24.1% | -22.6% | -0.8% |
| 3M | +21.7% | +17.9% | +3.8% | +19.2% |
| 6M | +164.2% | +49.6% | +114.6% | +146.3% |
| YTD | +132.1% | +129.0% | +3.0% | +99.3% |
| 1Y | +130.6% | +112.0% | +18.7% | +100.6% |
| 3Y | +244.1% | +102.3% | +141.8% | +196.8% |
| 5Y | +340.8% | +224.5% | +116.3% | +189.9% |
| All | +340.8% | +223.2% | +117.6% | +189.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling