+91.4%
USO vs HRB
+1.1%
+90.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | +0.1% |
| 7D | +9.5% | -5.7% | +15.1% | +9.7% |
| 30D | +23.6% | +7.9% | +15.7% | +22.9% |
| 3M | +3.8% | +32.1% | -28.3% | +1.8% |
| 6M | +55.0% | +62.2% | -7.2% | +49.1% |
| YTD | +105.3% | +16.4% | +88.9% | +88.5% |
| 1Y | +91.4% | -0.3% | +91.6% | +70.2% |
| All | +91.4% | +1.1% | +90.3% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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