-62.9%
USO vs PODD
+796.9%
-859.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.5% | -0.6% |
| 7D | -1.9% | +4.1% | -6.0% | -2.3% |
| 30D | -5.2% | +13.9% | -19.0% | -6.7% |
| 3M | +16.4% | +4.1% | +12.3% | +15.6% |
| 6M | +2.5% | +2.4% | 0.0% | +1.3% |
| YTD | +110.5% | -46.4% | +156.9% | +122.3% |
| 1Y | +108.4% | -54.2% | +162.6% | +123.9% |
| 3Y | +99.6% | -6.9% | +106.5% | +93.5% |
| 5Y | +160.1% | -51.6% | +211.6% | +166.1% |
| 10Y | +86.3% | +329.3% | -243.0% | +38.4% |
| All | -62.9% | +796.9% | -859.8% | -80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling