+102.2%
USO vs HON
+12.4%
+89.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.0% | -10.0% | -6.9% |
| 7D | -12.7% | +4.2% | -16.9% | -10.4% |
| 30D | +1.0% | +6.7% | -5.7% | +4.9% |
| 3M | +25.6% | -7.9% | +33.5% | +20.7% |
| 6M | -1.5% | +4.8% | -6.3% | +4.3% |
| YTD | +110.3% | +13.2% | +97.1% | +106.7% |
| 1Y | +102.2% | +13.1% | +89.1% | +98.8% |
| All | +102.2% | +12.4% | +89.8% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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