-72.4%
USO vs HPQ
+259.4%
-331.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.9% | -2.2% | +1.5% |
| 7D | +6.2% | +2.2% | +4.0% | +5.6% |
| 30D | +19.1% | +9.7% | +9.4% | +16.1% |
| 3M | +14.2% | +32.7% | -18.5% | +5.6% |
| 6M | +43.7% | +77.7% | -34.0% | +21.9% |
| YTD | +116.8% | +51.0% | +65.9% | +91.2% |
| 1Y | +104.3% | +18.4% | +85.9% | +90.6% |
| 3Y | +91.5% | +25.6% | +66.0% | +70.2% |
| 5Y | +214.1% | +38.6% | +175.4% | +161.8% |
| 10Y | +77.0% | +226.1% | -149.1% | +9.9% |
| All | -72.4% | +259.4% | -331.8% | -83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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