+17.4%
PM vs USO
+92.2%
-74.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -4.9% | +9.5% | -14.3% | -4.7% |
| 30D | -3.4% | +23.6% | -27.0% | -3.1% |
| 3M | +5.2% | +3.8% | +1.4% | +5.3% |
| 6M | +3.7% | +55.0% | -51.3% | +5.7% |
| YTD | +15.8% | +105.3% | -89.5% | +16.4% |
| 1Y | +17.4% | +91.4% | -74.0% | +17.6% |
| All | +17.4% | +92.2% | -74.8% | +17.6% |
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