+84.4%
USO vs UAL
+80.6%
+3.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.3% |
| 7D | -1.9% | -3.0% | +1.1% | -1.8% |
| 30D | -5.2% | +10.5% | -15.7% | -5.8% |
| 3M | +16.4% | -13.5% | +29.9% | +17.0% |
| 6M | +2.5% | +14.2% | -11.7% | +0.6% |
| YTD | +110.5% | -2.2% | +112.7% | +107.6% |
| 1Y | +108.4% | +12.5% | +95.9% | +102.2% |
| 3Y | +99.6% | +186.8% | -87.2% | +66.8% |
| 5Y | +160.1% | +119.4% | +40.7% | +118.6% |
| All | +84.4% | +80.6% | +3.8% | +51.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling