+213.1%
USO vs HBM
+327.6%
-114.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.1% |
| 7D | +9.1% | -3.3% | +12.4% | +9.4% |
| 30D | +21.7% | -4.8% | +26.5% | +22.0% |
| 3M | +20.2% | -0.4% | +20.7% | +19.5% |
| 6M | +43.4% | +17.9% | +25.5% | +37.1% |
| YTD | +124.0% | +33.7% | +90.3% | +106.6% |
| 1Y | +112.2% | +95.6% | +16.6% | +80.3% |
| 3Y | +97.7% | +458.1% | -360.5% | +26.6% |
| All | +213.1% | +327.6% | -114.6% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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