-62.4%
USO vs DAL
+368.9%
-431.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.0% | +0.1% |
| 7D | -12.1% | +8.8% | -20.9% | -12.3% |
| 30D | +3.1% | +5.4% | -2.3% | +3.0% |
| 3M | +24.9% | -4.9% | +29.8% | +24.9% |
| 6M | +10.8% | +19.8% | -9.0% | +9.9% |
| YTD | +114.6% | +27.0% | +87.6% | +112.0% |
| 1Y | +109.4% | +52.5% | +56.9% | +105.1% |
| 3Y | +98.1% | +173.8% | -75.7% | +87.2% |
| 5Y | +162.4% | +104.5% | +57.9% | +149.5% |
| 10Y | +85.9% | +129.7% | -43.8% | +74.0% |
| All | -62.4% | +368.9% | -431.3% | -64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling