+4,782.6%
DELL vs USO
+72.3%
+4,710.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | -0.2% |
| 7D | +8.7% | +6.2% | +2.5% | +7.6% |
| 30D | +16.9% | +19.1% | -2.2% | +13.2% |
| 3M | +40.4% | +14.2% | +26.2% | +36.0% |
| 6M | +267.1% | +43.7% | +223.3% | +231.7% |
| YTD | +329.1% | +116.8% | +212.3% | +251.9% |
| 1Y | +346.9% | +104.3% | +242.6% | +270.8% |
| 3Y | +696.6% | +91.5% | +605.1% | +562.3% |
| 5Y | +1,106.2% | +214.1% | +892.1% | +770.8% |
| 10Y | +4,177.7% | +77.0% | +4,100.7% | +3,291.6% |
| All | +4,782.6% | +72.3% | +4,710.3% | +3,861.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling