+77.0%
USO vs PWR
+2,367.8%
-2,290.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +3.1% |
| 7D | +6.2% | +2.7% | +3.6% | +5.6% |
| 30D | +19.1% | -5.1% | +24.2% | +20.5% |
| 3M | +14.2% | -9.4% | +23.6% | +15.8% |
| 6M | +43.7% | +10.4% | +33.3% | +36.5% |
| YTD | +116.8% | +48.6% | +68.2% | +87.9% |
| 1Y | +104.3% | +68.0% | +36.3% | +69.5% |
| 3Y | +91.5% | +204.7% | -113.2% | +25.1% |
| 5Y | +214.1% | +451.9% | -237.9% | +58.5% |
| 10Y | +77.0% | +2,425.3% | -2,348.3% | -58.9% |
| All | +77.0% | +2,367.8% | -2,290.8% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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