+11.8%
DIA vs USO
+106.5%
-94.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.1% |
| 7D | +2.1% | -1.9% | +4.0% | +1.9% |
| 30D | +1.5% | -5.2% | +6.7% | +0.9% |
| 3M | -2.4% | +16.4% | -18.9% | -0.2% |
| 6M | +6.0% | +2.5% | +3.5% | +7.1% |
| YTD | +10.1% | +110.5% | -100.4% | +17.4% |
| 1Y | +11.8% | +108.4% | -96.6% | +19.1% |
| All | +11.8% | +106.5% | -94.7% | +19.1% |
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 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