+724.9%
DELL vs USO
+96.2%
+628.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.2% | +14.2% | +12.1% |
| 7D | +8.2% | +9.1% | -0.9% | +7.6% |
| 30D | +17.1% | +21.7% | -4.6% | +15.5% |
| 3M | +45.2% | +20.2% | +24.9% | +43.4% |
| 6M | +286.8% | +43.4% | +243.4% | +255.5% |
| YTD | +354.8% | +124.0% | +230.8% | +263.7% |
| 1Y | +358.3% | +112.2% | +246.1% | +271.6% |
| 3Y | +724.9% | +97.7% | +627.3% | +556.8% |
| All | +724.9% | +96.2% | +628.7% | +556.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling