+159.6%
USO vs PSX
+306.7%
-147.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.7% |
| 7D | -1.9% | +7.8% | -9.7% | -5.9% |
| 30D | -5.2% | -10.9% | +5.7% | +0.5% |
| 3M | +16.4% | +14.5% | +2.0% | +7.7% |
| 6M | +2.5% | +56.1% | -53.6% | -19.7% |
| YTD | +110.5% | +109.6% | +0.9% | +42.1% |
| 1Y | +108.4% | +95.5% | +12.9% | +45.4% |
| 3Y | +99.6% | +156.2% | -56.5% | +15.1% |
| All | +159.6% | +306.7% | -147.1% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 5y: compounded portfolio wealth divided by compounded PSX 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…
5y analysis · Full analysis span regression · 6 months rolling