+112.2%
USO vs BHP
+70.6%
+41.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.3% |
| 7D | +9.1% | -3.6% | +12.7% | +7.8% |
| 30D | +21.7% | -1.2% | +22.9% | +21.3% |
| 3M | +20.2% | +1.2% | +19.0% | +21.1% |
| 6M | +43.4% | +21.4% | +22.0% | +59.3% |
| YTD | +124.0% | +50.4% | +73.6% | +139.9% |
| 1Y | +112.2% | +67.5% | +44.7% | +125.9% |
| All | +112.2% | +70.6% | +41.6% | +125.9% |
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