+76.1%
USO vs PAAS
+168.2%
-92.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.8% | +5.0% | -0.3% |
| 7D | -10.6% | +4.2% | -14.7% | -11.0% |
| 30D | -4.6% | -13.8% | +9.2% | -3.4% |
| 3M | +12.3% | -22.7% | +35.1% | +14.6% |
| 6M | +5.9% | -32.1% | +38.0% | +9.0% |
| YTD | +104.5% | -22.3% | +126.8% | +104.1% |
| 1Y | +97.3% | +7.7% | +89.7% | +88.1% |
| 3Y | +97.0% | +214.0% | -117.0% | +58.0% |
| 5Y | +151.2% | +63.2% | +87.9% | +115.4% |
| 10Y | +76.1% | +185.5% | -109.4% | +37.8% |
| All | +76.1% | +168.2% | -92.1% | +37.8% |
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