+40.0%
PATH vs USO
+92.2%
-52.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.1% | -16.5% | -16.6% |
| 7D | -16.3% | +9.5% | -25.8% | -16.0% |
| 30D | +9.9% | +23.6% | -13.7% | +11.0% |
| 3M | +30.2% | +3.8% | +26.3% | +31.7% |
| 6M | +37.2% | +55.0% | -17.8% | +37.3% |
| YTD | -7.3% | +105.3% | -112.6% | -7.7% |
| 1Y | +40.0% | +91.4% | -51.4% | +40.8% |
| All | +40.0% | +92.2% | -52.2% | +40.8% |
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