+99.9%
USO vs DAL
+30.9%
+69.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.5% | +4.4% | +2.0% |
| 7D | +3.6% | +3.4% | +0.2% | +5.7% |
| 30D | +23.8% | -13.6% | +37.3% | +14.0% |
| 3M | +8.1% | +1.2% | +6.8% | +10.1% |
| 6M | +34.3% | +34.5% | -0.2% | +56.0% |
| YTD | +111.1% | +14.7% | +96.5% | +140.0% |
| 1Y | +99.9% | +29.2% | +70.7% | +128.4% |
| All | +99.9% | +30.9% | +69.1% | +128.4% |
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