-74.0%
USO vs PWR
+3,489.7%
-3,563.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.5% |
| 7D | -10.6% | -11.2% | +0.7% | -8.3% |
| 30D | -4.6% | -17.4% | +12.8% | -0.7% |
| 3M | +12.3% | -11.7% | +24.1% | +14.4% |
| 6M | +5.9% | -21.7% | +27.6% | +9.9% |
| YTD | +104.5% | +38.3% | +66.3% | +77.8% |
| 1Y | +97.3% | +29.6% | +67.8% | +74.2% |
| 3Y | +97.0% | +236.1% | -139.1% | +26.1% |
| 5Y | +151.2% | +406.3% | -255.2% | +37.3% |
| 10Y | +76.1% | +1,796.7% | -1,720.6% | -38.0% |
| All | -74.0% | +3,489.7% | -3,563.7% | -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