+91.4%
USO vs DAL
+32.1%
+59.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | +1.0% |
| 7D | +9.5% | +0.1% | +9.3% | +9.7% |
| 30D | +23.6% | -13.9% | +37.5% | +13.5% |
| 3M | +3.8% | +1.1% | +2.7% | +5.9% |
| 6M | +55.0% | +26.2% | +28.8% | +79.2% |
| YTD | +105.3% | +16.4% | +88.8% | +135.4% |
| 1Y | +91.4% | +33.9% | +57.5% | +119.9% |
| All | +91.4% | +32.1% | +59.2% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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