+82.0%
USO vs PNC
+279.5%
-197.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.3% |
| 7D | +9.1% | -0.6% | +9.7% | +9.3% |
| 30D | +21.7% | -4.4% | +26.1% | +23.0% |
| 3M | +20.2% | +5.2% | +15.0% | +18.3% |
| 6M | +43.4% | +20.6% | +22.7% | +35.1% |
| YTD | +124.0% | +19.8% | +104.2% | +110.7% |
| 1Y | +112.2% | +24.4% | +87.8% | +97.0% |
| 3Y | +97.7% | +131.2% | -33.6% | +47.7% |
| 5Y | +217.4% | +53.1% | +164.3% | +165.0% |
| All | +82.0% | +279.5% | -197.5% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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