+112.2%
USO vs PEG
-8.5%
+120.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +9.1% | -0.9% | +10.0% | +8.9% |
| 30D | +21.7% | -3.7% | +25.4% | +20.7% |
| 3M | +20.2% | -7.3% | +27.5% | +18.5% |
| 6M | +43.4% | -10.5% | +53.8% | +41.1% |
| YTD | +124.0% | -7.5% | +131.5% | +116.5% |
| 1Y | +112.2% | -8.7% | +120.9% | +105.5% |
| All | +112.2% | -8.5% | +120.7% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling