+112.2%
USO vs HON
-1.5%
+113.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +9.1% | -3.5% | +12.6% | +7.4% |
| 30D | +21.7% | -13.8% | +35.4% | +14.1% |
| 3M | +20.2% | -11.7% | +31.9% | +14.5% |
| 6M | +43.4% | -18.7% | +62.1% | +37.0% |
| YTD | +124.0% | +0.2% | +123.7% | +104.9% |
| 1Y | +112.2% | -3.1% | +115.2% | +92.6% |
| All | +112.2% | -1.5% | +113.7% | +92.6% |
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