+112.0%
USO vs HDB
-37.9%
+149.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.1% | +6.7% | +5.0% |
| 7D | +11.5% | -6.2% | +17.7% | +7.7% |
| 30D | +24.1% | -6.2% | +30.3% | +19.9% |
| 3M | +17.9% | -5.9% | +23.8% | +16.6% |
| 6M | +49.6% | -25.9% | +75.5% | +34.4% |
| YTD | +129.0% | -40.2% | +169.2% | +104.2% |
| 1Y | +112.0% | -38.0% | +150.0% | +88.7% |
| All | +112.0% | -37.9% | +149.9% | +88.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling