+91.4%
USO vs PLD
+27.5%
+63.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.4% |
| 7D | +9.5% | -2.4% | +11.8% | +8.3% |
| 30D | +23.6% | -2.4% | +26.0% | +22.3% |
| 3M | +3.8% | -3.8% | +7.6% | +2.5% |
| 6M | +55.0% | 0.0% | +55.0% | +60.6% |
| YTD | +105.3% | +9.2% | +96.0% | +106.8% |
| 1Y | +91.4% | +25.9% | +65.5% | +94.9% |
| All | +91.4% | +27.5% | +63.9% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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