+82.0%
USO vs PSA
+102.6%
-20.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.2% |
| 7D | +9.1% | -1.8% | +10.9% | +9.2% |
| 30D | +21.7% | -8.4% | +30.0% | +22.2% |
| 3M | +20.2% | -7.8% | +28.1% | +20.6% |
| 6M | +43.4% | +0.8% | +42.6% | +42.9% |
| YTD | +124.0% | +16.5% | +107.5% | +119.8% |
| 1Y | +112.2% | +4.7% | +107.5% | +110.4% |
| 3Y | +97.7% | +21.1% | +76.6% | +90.4% |
| 5Y | +217.4% | +14.2% | +203.2% | +206.4% |
| All | +82.0% | +102.6% | -20.6% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 10y: compounded portfolio wealth divided by compounded PSA 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…
10y analysis · Full analysis span regression · 6 months rolling