+97.7%
USO vs HRB
+25.9%
+71.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.2% |
| 7D | +9.1% | -8.0% | +17.1% | +9.2% |
| 30D | +21.7% | -16.0% | +37.6% | +21.9% |
| 3M | +20.2% | +26.9% | -6.6% | +19.2% |
| 6M | +43.4% | +51.1% | -7.8% | +41.1% |
| YTD | +124.0% | +7.1% | +116.9% | +117.6% |
| 1Y | +112.2% | -9.6% | +121.8% | +105.0% |
| 3Y | +97.7% | +25.4% | +72.2% | +85.9% |
| All | +97.7% | +25.9% | +71.8% | +85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling