+224.5%
USO vs PSX
+357.6%
-133.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.9% | +6.5% | +6.1% |
| 7D | +11.5% | +1.5% | +10.0% | +10.6% |
| 30D | +24.1% | +15.8% | +8.3% | +14.7% |
| 3M | +17.9% | +43.0% | -25.1% | -2.5% |
| 6M | +49.6% | +61.1% | -11.5% | +16.7% |
| YTD | +129.0% | +104.5% | +24.5% | +58.3% |
| 1Y | +112.0% | +102.5% | +9.5% | +47.0% |
| 3Y | +102.3% | +133.5% | -31.2% | +24.7% |
| 5Y | +224.5% | +367.0% | -142.4% | +31.1% |
| All | +224.5% | +357.6% | -133.0% | +31.1% |
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