+200.5%
USO vs UAL
+131.8%
+68.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.8% | +5.7% | +2.6% |
| 7D | +3.6% | +3.5% | +0.1% | +3.9% |
| 30D | +23.8% | -16.5% | +40.2% | +21.8% |
| 3M | +8.1% | +2.8% | +5.3% | +8.5% |
| 6M | +34.3% | +17.6% | +16.7% | +36.7% |
| YTD | +111.1% | -3.2% | +114.3% | +114.7% |
| 1Y | +99.9% | +0.4% | +99.5% | +103.3% |
| 3Y | +86.5% | +128.2% | -41.7% | +88.6% |
| 5Y | +200.5% | +137.7% | +62.8% | +220.3% |
| All | +200.5% | +131.8% | +68.8% | +220.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling