+102.2%
USO vs PPG
+38.5%
+63.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.0% | -13.0% | -3.1% |
| 7D | -12.7% | +7.5% | -20.2% | -5.5% |
| 30D | +1.0% | +20.9% | -19.9% | +22.8% |
| 3M | +25.6% | +8.7% | +16.9% | +38.1% |
| 6M | -1.5% | +23.8% | -25.3% | +27.6% |
| YTD | +110.3% | +26.5% | +83.7% | +172.7% |
| 1Y | +102.2% | +37.6% | +64.6% | +175.5% |
| All | +102.2% | +38.5% | +63.7% | +175.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 1y: compounded portfolio wealth divided by compounded PPG 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…
1y analysis · Full analysis span regression · 6 months rolling