+214.1%
USO vs HDB
-38.7%
+252.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +2.5% |
| 7D | +6.2% | -4.9% | +11.1% | +5.7% |
| 30D | +19.1% | -5.8% | +24.9% | +18.4% |
| 3M | +14.2% | -5.2% | +19.4% | +13.7% |
| 6M | +43.7% | -25.7% | +69.5% | +42.2% |
| YTD | +116.8% | -39.6% | +156.4% | +115.5% |
| 1Y | +104.3% | -36.9% | +141.3% | +102.8% |
| 3Y | +91.5% | -29.7% | +121.3% | +88.4% |
| 5Y | +214.1% | -37.8% | +251.8% | +242.6% |
| All | +214.1% | -38.7% | +252.8% | +242.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling