+102.2%
USO vs PPL
+1.0%
+101.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | 0.0% | -8.1% | -8.1% |
| 7D | -12.7% | +1.8% | -14.5% | -12.5% |
| 30D | +1.0% | +8.4% | -7.4% | +2.3% |
| 3M | +25.6% | +2.4% | +23.2% | +26.5% |
| 6M | -1.5% | -4.0% | +2.5% | -0.1% |
| YTD | +110.3% | +4.5% | +105.8% | +111.9% |
| 1Y | +102.2% | +1.7% | +100.4% | +106.4% |
| All | +102.2% | +1.0% | +101.2% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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