+143.3%
DELL vs USO
+102.2%
+41.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -8.1% | -0.8% | -10.1% |
| 7D | -24.6% | -12.7% | -11.9% | -26.4% |
| 30D | -32.5% | +1.0% | -33.5% | -32.0% |
| 3M | -20.2% | +25.6% | -45.8% | -16.4% |
| 6M | +76.5% | -1.5% | +78.0% | +81.0% |
| YTD | +198.9% | +110.3% | +88.7% | +184.6% |
| 1Y | +143.3% | +102.2% | +41.2% | +133.9% |
| All | +143.3% | +102.2% | +41.1% | +133.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 USO 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