+35.2%
PFE vs USO
+73.9%
-38.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.1% |
| 7D | -4.3% | +6.2% | -10.5% | -4.5% |
| 30D | +2.7% | +19.1% | -16.4% | +2.0% |
| 3M | +10.0% | +14.2% | -4.2% | +9.3% |
| 6M | +7.2% | +43.7% | -36.6% | +5.0% |
| YTD | +17.3% | +116.8% | -99.5% | +12.6% |
| 1Y | +20.3% | +104.3% | -84.0% | +15.8% |
| 3Y | -1.6% | +91.5% | -93.2% | -5.5% |
| 5Y | -21.4% | +214.1% | -235.4% | -28.1% |
| 10Y | +35.2% | +77.0% | -41.8% | +28.4% |
| All | +35.2% | +73.9% | -38.6% | +28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling