+63.6%
DIA vs USO
+213.6%
-150.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -0.8% |
| 7D | -1.2% | +6.2% | -7.5% | -1.3% |
| 30D | -2.7% | +19.1% | -21.8% | -3.0% |
| 3M | +3.3% | +14.2% | -10.9% | +3.0% |
| 6M | +10.4% | +43.7% | -33.3% | +8.3% |
| YTD | +10.0% | +116.8% | -106.9% | +4.5% |
| 1Y | +16.2% | +104.3% | -88.2% | +10.8% |
| 3Y | +58.7% | +91.5% | -32.8% | +50.9% |
| 5Y | +63.6% | +214.1% | -150.5% | +33.3% |
| All | +63.6% | +213.6% | -150.0% | +33.3% |
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