+104.3%
USO vs PWR
+67.5%
+36.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +2.5% |
| 7D | +6.2% | +2.7% | +3.6% | +6.6% |
| 30D | +19.1% | -5.1% | +24.2% | +18.3% |
| 3M | +14.2% | -9.4% | +23.6% | +13.4% |
| 6M | +43.7% | +10.4% | +33.3% | +49.8% |
| YTD | +116.8% | +48.6% | +68.2% | +123.9% |
| 1Y | +104.3% | +68.0% | +36.3% | +108.0% |
| All | +104.3% | +67.5% | +36.8% | +108.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling