+112.0%
USO vs HAL
+69.2%
+42.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.9% | +8.5% | +7.1% |
| 7D | +11.5% | -3.3% | +14.7% | +13.3% |
| 30D | +24.1% | +7.2% | +16.9% | +19.3% |
| 3M | +17.9% | -8.8% | +26.7% | +22.4% |
| 6M | +49.6% | +3.0% | +46.6% | +50.2% |
| YTD | +129.0% | +29.4% | +99.6% | +109.7% |
| 1Y | +112.0% | +62.8% | +49.2% | +80.6% |
| All | +112.0% | +69.2% | +42.8% | +80.6% |
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