+85.0%
USO vs PAAS
+207.5%
-122.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.1% | +7.4% | +3.6% |
| 7D | -1.4% | -7.0% | +5.6% | -0.8% |
| 30D | -4.6% | -15.3% | +10.7% | -3.3% |
| 3M | +14.7% | -27.7% | +42.5% | +17.7% |
| 6M | +1.2% | -40.5% | +41.7% | +5.5% |
| YTD | +111.2% | -26.5% | +137.7% | +111.8% |
| 1Y | +109.3% | -0.8% | +110.1% | +101.2% |
| 3Y | +103.5% | +196.9% | -93.5% | +64.2% |
| 5Y | +160.9% | +49.2% | +111.8% | +126.0% |
| All | +85.0% | +207.5% | -122.5% | +45.1% |
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