+17.8%
PFE vs USO
+101.6%
-83.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.3% | -0.7% |
| 7D | -4.7% | -9.1% | +4.4% | -5.1% |
| 30D | +3.4% | -3.7% | +7.1% | +3.2% |
| 3M | +9.2% | +20.9% | -11.7% | +10.1% |
| 6M | +15.8% | +6.8% | +9.0% | +16.2% |
| YTD | +23.4% | +106.3% | -82.8% | +26.2% |
| 1Y | +25.8% | +100.2% | -74.4% | +28.6% |
| 3Y | +17.8% | +103.1% | -85.2% | +21.3% |
| All | +17.8% | +101.6% | -83.8% | +21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling