+45.5%
USO vs HUT
+240.9%
-195.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.6% | -7.5% | -0.2% |
| 7D | -2.7% | +24.8% | -27.5% | -3.3% |
| 30D | -6.3% | -28.4% | +22.0% | -5.7% |
| 3M | +10.9% | -31.2% | +42.1% | +11.4% |
| 6M | +2.0% | -40.2% | +42.3% | +2.6% |
| YTD | +104.6% | +32.9% | +71.6% | +98.8% |
| 1Y | +94.5% | +39.1% | +55.5% | +88.3% |
| 3Y | +97.1% | +462.8% | -365.7% | +74.3% |
| 5Y | +151.6% | -13.9% | +165.5% | +130.2% |
| All | +45.5% | +240.9% | -195.4% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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