+224.5%
USO vs HON
+1.7%
+222.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.3% | +6.9% | +5.6% |
| 7D | +11.5% | -2.6% | +14.1% | +11.5% |
| 30D | +24.1% | -11.9% | +36.0% | +24.3% |
| 3M | +17.9% | -6.1% | +24.0% | +17.3% |
| 6M | +49.6% | -19.2% | +68.8% | +51.0% |
| YTD | +129.0% | +0.2% | +128.9% | +121.5% |
| 1Y | +112.0% | -1.5% | +113.5% | +105.4% |
| 3Y | +102.3% | +17.9% | +84.3% | +84.6% |
| 5Y | +224.5% | +1.9% | +222.6% | +217.7% |
| All | +224.5% | +1.7% | +222.9% | +217.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling