+98.1%
USO vs UAL
+197.6%
-99.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | +0.5% |
| 7D | -12.1% | +8.2% | -20.2% | -10.5% |
| 30D | +3.1% | +2.3% | +0.8% | +4.2% |
| 3M | +24.9% | -12.7% | +37.5% | +23.4% |
| 6M | +10.8% | +12.7% | -1.9% | +14.5% |
| YTD | +114.6% | +0.8% | +113.8% | +124.3% |
| 1Y | +109.4% | +17.8% | +91.6% | +118.6% |
| 3Y | +98.1% | +206.7% | -108.6% | +104.4% |
| All | +98.1% | +197.6% | -99.5% | +104.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling