+91.4%
USO vs PSA
+21.5%
+69.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.3% | +5.0% | +2.3% |
| 7D | +6.2% | -2.2% | +8.5% | +5.8% |
| 30D | +19.1% | -9.6% | +28.7% | +17.0% |
| 3M | +14.2% | -7.9% | +22.1% | +12.7% |
| 6M | +43.7% | -2.0% | +45.7% | +44.7% |
| YTD | +116.8% | +15.7% | +101.1% | +119.5% |
| 1Y | +104.3% | +5.8% | +98.6% | +105.8% |
| All | +91.4% | +21.5% | +69.9% | +91.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling