+91.4%
USO vs BHP
+65.8%
+25.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | -0.9% |
| 7D | +9.5% | -5.0% | +14.4% | +7.7% |
| 30D | +23.6% | +1.2% | +22.4% | +24.1% |
| 3M | +3.8% | +1.8% | +2.0% | +5.0% |
| 6M | +55.0% | +18.0% | +37.0% | +73.3% |
| YTD | +105.3% | +52.7% | +52.5% | +120.8% |
| 1Y | +91.4% | +66.0% | +25.4% | +104.7% |
| All | +91.4% | +65.8% | +25.6% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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