+77.0%
USO vs DAL
+126.9%
-49.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.7% |
| 7D | +6.2% | +0.8% | +5.5% | +6.2% |
| 30D | +19.1% | -11.7% | +30.8% | +20.1% |
| 3M | +14.2% | -2.7% | +17.0% | +13.9% |
| 6M | +43.7% | +30.7% | +13.1% | +38.2% |
| YTD | +116.8% | +14.4% | +102.5% | +110.9% |
| 1Y | +104.3% | +31.2% | +73.1% | +94.6% |
| 3Y | +91.5% | +99.4% | -7.9% | +66.1% |
| 5Y | +214.1% | +98.6% | +115.5% | +165.0% |
| 10Y | +77.0% | +135.0% | -58.0% | +42.2% |
| All | +77.0% | +126.9% | -49.9% | +42.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling