+146.1%
USO vs PWR
+396.6%
-250.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +9.4% | -13.2% | -4.5% |
| 7D | -9.1% | -4.8% | -4.3% | -8.7% |
| 30D | -3.7% | -16.2% | +12.5% | -2.5% |
| 3M | +20.9% | -11.9% | +32.9% | +21.9% |
| 6M | +6.8% | -20.6% | +27.4% | +8.5% |
| YTD | +106.3% | +40.3% | +66.0% | +92.9% |
| 1Y | +100.2% | +33.0% | +67.2% | +88.5% |
| 3Y | +103.1% | +250.0% | -146.9% | +56.8% |
| 5Y | +146.1% | +404.2% | -258.1% | +84.0% |
| All | +146.1% | +396.6% | -250.5% | +84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling