+1,055.3%
DELL vs USO
+223.2%
+832.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.6% | -11.0% | -5.9% |
| 7D | -1.9% | +11.5% | -13.4% | -3.0% |
| 30D | +14.9% | +24.1% | -9.2% | +12.2% |
| 3M | +37.2% | +17.9% | +19.3% | +34.5% |
| 6M | +254.0% | +49.6% | +204.4% | +224.7% |
| YTD | +306.1% | +129.0% | +177.1% | +237.6% |
| 1Y | +312.3% | +112.0% | +200.3% | +247.9% |
| 3Y | +654.0% | +102.3% | +551.8% | +533.4% |
| 5Y | +1,055.3% | +224.5% | +830.8% | +689.1% |
| All | +1,055.3% | +223.2% | +832.1% | +689.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling