+19.0%
PM vs USO
+114.0%
-95.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.6% | -3.4% | +2.3% |
| 7D | +1.9% | +11.5% | -9.5% | +2.1% |
| 30D | +1.9% | +24.1% | -22.2% | +2.3% |
| 3M | +4.6% | +17.9% | -13.3% | +4.9% |
| 6M | +11.7% | +49.6% | -37.9% | +13.0% |
| YTD | +20.4% | +129.0% | -108.6% | +21.3% |
| 1Y | +19.0% | +112.0% | -93.0% | +19.2% |
| All | +19.0% | +114.0% | -95.1% | +19.2% |
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