+111.2%
USO vs PLTU
+133.3%
-22.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.2% |
| 7D | +9.1% | -8.1% | +17.3% | +9.1% |
| 30D | +21.7% | -7.0% | +28.7% | +21.7% |
| 3M | +20.2% | +40.0% | -19.8% | +20.4% |
| 6M | +43.4% | -6.0% | +49.3% | +44.2% |
| YTD | +124.0% | -37.1% | +161.1% | +127.0% |
| 1Y | +112.2% | -33.1% | +145.3% | +113.8% |
| All | +111.2% | +133.3% | -22.1% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling