+86.1%
USO vs PODD
+229.6%
-143.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.3% | +8.0% | +5.8% |
| 7D | +11.5% | -10.6% | +22.0% | +12.3% |
| 30D | +24.1% | -6.9% | +31.0% | +24.6% |
| 3M | +17.9% | -10.6% | +28.6% | +18.4% |
| 6M | +49.6% | -43.5% | +93.1% | +54.9% |
| YTD | +129.0% | -52.6% | +181.6% | +140.4% |
| 1Y | +112.0% | -60.1% | +172.1% | +125.5% |
| 3Y | +102.3% | -21.7% | +123.9% | +98.8% |
| 5Y | +224.5% | -54.6% | +279.1% | +232.0% |
| All | +86.1% | +229.6% | -143.5% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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