-81.1%
PATH vs USO
+254.7%
-335.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.9% | -5.6% | -3.8% |
| 7D | -5.6% | -11.9% | +6.3% | -4.9% |
| 30D | -0.7% | +2.3% | -3.0% | -0.9% |
| 3M | -5.9% | +29.0% | -34.9% | -7.5% |
| 6M | +21.6% | +2.8% | +18.8% | +21.2% |
| YTD | -20.6% | +114.3% | -134.9% | -27.2% |
| 1Y | -10.6% | +108.7% | -119.2% | -17.7% |
| 3Y | -24.9% | +98.0% | -122.9% | -31.2% |
| 5Y | -76.8% | +162.1% | -238.9% | -80.8% |
| All | -81.1% | +254.7% | -335.8% | -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