+102.2%
USO vs KDP
+41.3%
+60.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.9% | -14.0% | -6.0% |
| 7D | -12.7% | +5.3% | -18.0% | -10.8% |
| 30D | +1.0% | +19.1% | -18.1% | +6.8% |
| 3M | +25.6% | +19.2% | +6.4% | +33.6% |
| 6M | -1.5% | +29.3% | -30.8% | +6.7% |
| YTD | +110.3% | +35.5% | +74.7% | +127.7% |
| 1Y | +102.2% | +43.5% | +58.7% | +116.0% |
| All | +102.2% | +41.3% | +60.8% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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