-42.2%
DIS vs USO
+213.6%
-255.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.5% | -1.0% |
| 7D | -3.5% | +6.2% | -9.8% | -3.8% |
| 30D | +1.0% | +19.1% | -18.1% | 0.0% |
| 3M | +5.7% | +14.2% | -8.5% | +4.7% |
| 6M | +3.3% | +43.7% | -40.5% | -1.2% |
| YTD | -7.7% | +116.8% | -124.6% | -16.3% |
| 1Y | -10.0% | +104.3% | -114.3% | -17.8% |
| 3Y | +31.7% | +91.5% | -59.8% | +19.6% |
| 5Y | -42.2% | +214.1% | -256.3% | -57.8% |
| All | -42.2% | +213.6% | -255.8% | -57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling