+159.6%
USO vs PLD
+0.2%
+159.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.9% | +1.3% | -3.3% | -1.9% |
| 30D | -5.2% | -1.4% | -3.8% | -5.2% |
| 3M | +16.4% | -8.2% | +24.6% | +16.7% |
| 6M | +2.5% | -8.0% | +10.5% | +2.7% |
| YTD | +110.5% | +3.2% | +107.3% | +108.4% |
| 1Y | +108.4% | +7.0% | +101.4% | +105.6% |
| 3Y | +99.6% | +38.3% | +61.4% | +89.4% |
| All | +159.6% | +0.2% | +159.5% | +129.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling