-81.2%
PATH vs USO
+255.1%
-336.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.3% | -12.1% | +6.8% | -4.6% |
| 30D | -0.5% | +3.1% | -3.7% | -0.8% |
| 3M | -7.1% | +24.9% | -32.0% | -8.6% |
| 6M | +23.8% | +10.8% | +13.0% | +22.5% |
| YTD | -20.7% | +114.6% | -135.3% | -27.2% |
| 1Y | -8.1% | +109.4% | -117.4% | -15.4% |
| 3Y | -21.8% | +98.1% | -119.9% | -28.4% |
| 5Y | -76.8% | +162.4% | -239.3% | -80.8% |
| All | -81.2% | +255.1% | -336.3% | -87.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling