+99.0%
USO vs PLD
+7.3%
+91.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.8% | -6.7% | -2.1% |
| 7D | -9.1% | +0.7% | -9.8% | -8.4% |
| 30D | -3.7% | +0.8% | -4.6% | -2.9% |
| 3M | +20.9% | -6.1% | +27.0% | +17.2% |
| 6M | +6.8% | -8.0% | +14.8% | +3.1% |
| YTD | +106.3% | +4.7% | +101.6% | +99.6% |
| All | +99.0% | +7.3% | +91.7% | +90.7% |
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