+23.2%
USO vs PDD
+203.8%
-180.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.0% | -0.8% | -3.8% |
| 7D | -9.1% | -1.4% | -7.6% | -9.0% |
| 30D | -3.7% | -1.0% | -2.7% | -3.7% |
| 3M | +20.9% | -12.3% | +33.2% | +21.5% |
| 6M | +6.8% | -18.5% | +25.3% | +7.5% |
| YTD | +106.3% | -29.0% | +135.3% | +108.6% |
| 1Y | +100.2% | -40.7% | +140.9% | +104.1% |
| 3Y | +103.1% | -25.7% | +128.8% | +102.5% |
| 5Y | +146.1% | -3.3% | +149.4% | +138.0% |
| All | +23.2% | +203.8% | -180.5% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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