+99.9%
USO vs PLD
+27.5%
+72.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.0% | +3.2% |
| 7D | +3.6% | -0.9% | +4.4% | +3.2% |
| 30D | +23.8% | -1.2% | +25.0% | +23.2% |
| 3M | +8.1% | -2.3% | +10.4% | +7.5% |
| 6M | +34.3% | +4.5% | +29.7% | +39.2% |
| YTD | +111.1% | +10.1% | +101.0% | +113.2% |
| 1Y | +99.9% | +25.9% | +74.0% | +102.8% |
| All | +99.9% | +27.5% | +72.5% | +102.8% |
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