+102.2%
USO vs UAL
+22.8%
+79.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +8.0% | -16.0% | -2.9% |
| 7D | -12.7% | +11.9% | -24.6% | -5.5% |
| 30D | +1.0% | +5.2% | -4.3% | +5.6% |
| 3M | +25.6% | -12.7% | +38.3% | +18.3% |
| 6M | -1.5% | +28.5% | -30.0% | +20.9% |
| YTD | +110.3% | +3.5% | +106.7% | +153.9% |
| 1Y | +102.2% | +27.5% | +74.6% | +153.1% |
| All | +102.2% | +22.8% | +79.3% | +153.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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