+20.3%
PFE vs USO
+102.7%
-82.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | +0.1% |
| 7D | -4.3% | +6.2% | -10.5% | -4.0% |
| 30D | +2.7% | +19.1% | -16.4% | +3.6% |
| 3M | +10.0% | +14.2% | -4.2% | +10.5% |
| 6M | +7.2% | +43.7% | -36.6% | +8.4% |
| YTD | +17.3% | +116.8% | -99.5% | +21.1% |
| 1Y | +20.3% | +104.3% | -84.0% | +23.2% |
| All | +20.3% | +102.7% | -82.4% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling