-22.2%
PFE vs USO
+198.8%
-220.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.9% | -5.2% | -2.2% |
| 7D | -2.7% | +3.6% | -6.2% | -2.6% |
| 30D | +3.8% | +23.8% | -19.9% | +4.5% |
| 3M | +10.4% | +8.1% | +2.3% | +10.6% |
| 6M | +6.3% | +34.3% | -28.0% | +7.2% |
| YTD | +17.4% | +111.1% | -93.8% | +19.7% |
| 1Y | +21.1% | +99.9% | -78.8% | +23.4% |
| 3Y | -1.6% | +86.5% | -88.1% | +0.2% |
| 5Y | -22.2% | +200.5% | -222.7% | -12.3% |
| All | -22.2% | +198.8% | -220.9% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling