-73.9%
USO vs PAAS
+164.6%
-238.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.4% |
| 7D | +9.5% | -2.9% | +12.3% | +10.0% |
| 30D | +23.6% | +6.8% | +16.8% | +21.7% |
| 3M | +3.8% | -2.9% | +6.7% | +3.4% |
| 6M | +55.0% | -16.4% | +71.5% | +56.4% |
| YTD | +105.3% | 0.0% | +105.2% | +97.6% |
| 1Y | +91.4% | +54.3% | +37.0% | +66.7% |
| 3Y | +84.6% | +230.7% | -146.1% | +31.3% |
| 5Y | +191.7% | +111.6% | +80.1% | +120.9% |
| 10Y | +73.3% | +211.7% | -138.4% | +4.5% |
| All | -73.9% | +164.6% | -238.5% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling