+195.5%
USO vs DAL
+106.7%
+88.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | +0.1% |
| 7D | +9.5% | +0.1% | +9.3% | +9.5% |
| 30D | +23.6% | -13.9% | +37.5% | +22.2% |
| 3M | +3.8% | +1.1% | +2.7% | +4.0% |
| 6M | +55.0% | +26.2% | +28.8% | +56.8% |
| YTD | +105.3% | +16.4% | +88.8% | +107.8% |
| 1Y | +91.4% | +33.9% | +57.5% | +93.0% |
| 3Y | +84.6% | +93.4% | -8.8% | +81.6% |
| All | +195.5% | +106.7% | +88.8% | +194.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling