-73.2%
USO vs HON
+724.0%
-797.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.5% | +3.1% |
| 7D | +3.6% | -0.8% | +4.4% | +3.9% |
| 30D | +23.8% | -15.2% | +38.9% | +31.4% |
| 3M | +8.1% | -6.0% | +14.0% | +8.9% |
| 6M | +34.3% | -14.9% | +49.1% | +39.2% |
| YTD | +111.1% | +3.2% | +108.0% | +101.0% |
| 1Y | +99.9% | 0.0% | +99.9% | +92.1% |
| 3Y | +86.5% | +21.5% | +65.0% | +60.3% |
| 5Y | +200.5% | +4.0% | +196.5% | +172.3% |
| 10Y | +66.5% | +138.4% | -71.8% | +1.0% |
| All | -73.2% | +724.0% | -797.2% | -91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling