-63.8%
USO vs PODD
+767.5%
-831.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.1% |
| 7D | +9.5% | +1.6% | +7.8% | +9.3% |
| 30D | +23.6% | +10.7% | +12.9% | +22.2% |
| 3M | +3.8% | +0.7% | +3.1% | +3.1% |
| 6M | +55.0% | -39.3% | +94.3% | +62.1% |
| YTD | +105.3% | -48.1% | +153.4% | +118.2% |
| 1Y | +91.4% | -57.4% | +148.8% | +107.6% |
| 3Y | +84.6% | -23.3% | +107.8% | +82.9% |
| 5Y | +191.7% | -51.3% | +243.0% | +198.7% |
| 10Y | +73.3% | +242.0% | -168.7% | +32.4% |
| All | -63.8% | +767.5% | -831.3% | -80.8% |
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 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