+99.1%
USO vs PLTU
+142.1%
-43.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.7% | +7.5% | +2.9% |
| 7D | +3.6% | -11.6% | +15.2% | +3.6% |
| 30D | +23.8% | -4.6% | +28.4% | +23.8% |
| 3M | +8.1% | +33.7% | -25.7% | +8.4% |
| 6M | +34.3% | -9.4% | +43.6% | +35.4% |
| YTD | +111.1% | -34.7% | +145.9% | +114.0% |
| 1Y | +99.9% | -23.2% | +123.2% | +100.8% |
| All | +99.1% | +142.1% | -43.0% | +87.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling