+99.5%
USO vs PLTD
-77.3%
+176.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +2.9% |
| 7D | +3.6% | +4.5% | -1.0% | +3.6% |
| 30D | +23.8% | -0.7% | +24.5% | +23.8% |
| 3M | +8.1% | -31.0% | +39.1% | +8.4% |
| 6M | +34.3% | -24.8% | +59.1% | +35.4% |
| YTD | +111.1% | -18.6% | +129.7% | +114.1% |
| 1Y | +99.9% | -31.8% | +131.7% | +101.0% |
| All | +99.5% | -77.3% | +176.8% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling