+72.4%
USO vs PAAS
+206.7%
-134.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.5% | +2.9% |
| 7D | +3.6% | +2.0% | +1.6% | +3.3% |
| 30D | +23.8% | -0.1% | +23.9% | +23.6% |
| 3M | +8.1% | +8.2% | -0.2% | +6.7% |
| 6M | +34.3% | -13.8% | +48.0% | +34.8% |
| YTD | +111.1% | -0.6% | +111.8% | +106.6% |
| 1Y | +99.9% | +44.0% | +55.9% | +84.9% |
| 3Y | +86.5% | +246.6% | -160.1% | +49.1% |
| 5Y | +200.5% | +116.1% | +84.5% | +151.2% |
| All | +72.4% | +206.7% | -134.4% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling