+214.1%
USO vs PODD
-54.3%
+268.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.1% | +5.8% | +2.8% |
| 7D | +6.2% | -6.9% | +13.1% | +6.4% |
| 30D | +19.1% | -3.5% | +22.6% | +19.2% |
| 3M | +14.2% | -13.6% | +27.8% | +14.5% |
| 6M | +43.7% | -42.6% | +86.4% | +46.1% |
| YTD | +116.8% | -51.5% | +168.3% | +122.2% |
| 1Y | +104.3% | -60.9% | +165.3% | +111.9% |
| 3Y | +91.5% | -19.8% | +111.3% | +87.4% |
| 5Y | +214.1% | -54.4% | +268.4% | +234.8% |
| All | +214.1% | -54.3% | +268.4% | +234.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling