-75.7%
PATH vs USO
+196.2%
-271.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.1% | -16.5% | -16.6% |
| 7D | -16.3% | +9.5% | -25.8% | -16.7% |
| 30D | +9.9% | +23.6% | -13.7% | +8.7% |
| 3M | +30.2% | +3.8% | +26.3% | +29.9% |
| 6M | +37.2% | +55.0% | -17.8% | +31.7% |
| YTD | -7.3% | +105.3% | -112.6% | -13.4% |
| 1Y | +40.0% | +91.4% | -51.4% | +31.6% |
| 3Y | -4.4% | +84.6% | -89.0% | -10.9% |
| All | -75.7% | +196.2% | -271.9% | -80.2% |
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