-8.6%
PATH vs USO
+95.3%
-103.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -2.7% | -2.7% | 0.0% | -2.8% |
| 30D | -1.4% | -6.3% | +5.0% | -1.5% |
| 3M | -16.4% | +10.9% | -27.3% | -15.7% |
| 6M | +23.3% | +2.0% | +21.2% | +25.0% |
| YTD | -19.8% | +104.6% | -124.4% | -18.7% |
| 1Y | -8.6% | +94.5% | -103.1% | -2.4% |
| All | -8.6% | +95.3% | -103.9% | -2.4% |
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