+82.1%
USO vs UAL
+131.3%
-49.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | +0.3% |
| 7D | +9.5% | +0.7% | +8.7% | +9.7% |
| 30D | +23.6% | -16.1% | +39.7% | +20.3% |
| 3M | +3.8% | +6.1% | -2.3% | +5.3% |
| 6M | +55.0% | +10.8% | +44.2% | +60.8% |
| YTD | +105.3% | -0.4% | +105.7% | +112.6% |
| 1Y | +91.4% | +5.0% | +86.3% | +98.4% |
| All | +82.1% | +131.3% | -49.2% | +83.7% |
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