-21.8%
PATH vs USO
+95.3%
-117.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.9% | -5.6% | -3.8% |
| 7D | -5.6% | -11.9% | +6.3% | -5.2% |
| 30D | -0.7% | +2.3% | -3.0% | -0.8% |
| 3M | -5.9% | +29.0% | -34.9% | -6.8% |
| 6M | +21.6% | +2.8% | +18.8% | +21.9% |
| YTD | -20.6% | +114.3% | -134.9% | -27.2% |
| 1Y | -10.6% | +108.7% | -119.2% | -17.6% |
| All | -21.8% | +95.3% | -117.1% | -27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling