-73.9%
USO vs PWR
+3,743.1%
-3,817.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +9.5% | +3.6% | +5.9% | +8.5% |
| 30D | +23.6% | -8.6% | +32.1% | +26.3% |
| 3M | +3.8% | -13.2% | +17.0% | +6.5% |
| 6M | +55.0% | +9.9% | +45.1% | +46.7% |
| YTD | +105.3% | +48.0% | +57.2% | +77.7% |
| 1Y | +91.4% | +66.2% | +25.2% | +59.2% |
| 3Y | +84.6% | +195.1% | -110.6% | +24.3% |
| 5Y | +191.7% | +442.6% | -250.8% | +58.6% |
| 10Y | +73.3% | +2,334.2% | -2,260.9% | -42.3% |
| All | -73.9% | +3,743.1% | -3,817.0% | -92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling