+84.4%
USO vs HDB
+63.5%
+20.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -1.9% | +2.7% | -4.7% | -2.1% |
| 30D | -5.2% | +14.1% | -19.3% | -5.9% |
| 3M | +16.4% | +11.8% | +4.6% | +15.6% |
| 6M | +2.5% | +8.2% | -5.7% | +1.7% |
| YTD | +110.5% | -29.3% | +139.8% | +117.9% |
| 1Y | +108.4% | -28.8% | +137.2% | +115.5% |
| 3Y | +99.6% | -7.5% | +107.1% | +97.1% |
| 5Y | +160.1% | -23.1% | +183.1% | +163.0% |
| All | +84.4% | +63.5% | +20.8% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling