-72.7%
USO vs PWR
+3,229.7%
-3,302.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.1% | -1.5% |
| 7D | -12.1% | -12.9% | +0.8% | -9.3% |
| 30D | +3.1% | -22.8% | +26.0% | +9.4% |
| 3M | +24.9% | -19.0% | +43.8% | +30.3% |
| 6M | +10.8% | -31.1% | +41.9% | +19.1% |
| YTD | +114.6% | +28.3% | +86.3% | +90.6% |
| 1Y | +109.4% | +22.2% | +87.2% | +88.0% |
| 3Y | +98.1% | +222.2% | -124.1% | +28.3% |
| 5Y | +162.4% | +364.2% | -201.7% | +47.2% |
| 10Y | +85.9% | +1,864.8% | -1,778.9% | -35.2% |
| All | -72.7% | +3,229.7% | -3,302.4% | -92.2% |
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