+102.2%
USO vs HAL
+25.6%
+76.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.1% | -4.9% | -6.1% |
| 7D | -12.7% | -7.7% | -5.0% | -8.1% |
| 30D | +1.0% | +0.7% | +0.3% | +0.9% |
| 3M | +25.6% | +2.5% | +23.1% | +23.6% |
| 6M | -1.5% | -20.7% | +19.2% | +11.7% |
| YTD | +110.3% | +18.4% | +91.9% | +101.3% |
| 1Y | +102.2% | +25.6% | +76.6% | +86.9% |
| All | +102.2% | +25.6% | +76.6% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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