-41.1%
DIS vs USO
+196.2%
-237.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -2.6% | +9.5% | -12.0% | -3.0% |
| 30D | +3.5% | +23.6% | -20.1% | +2.3% |
| 3M | +6.8% | +3.8% | +3.0% | +6.5% |
| 6M | +3.0% | +55.0% | -52.1% | -2.9% |
| YTD | -6.7% | +105.3% | -112.0% | -15.1% |
| 1Y | -10.1% | +91.4% | -101.5% | -17.6% |
| 3Y | +33.0% | +84.6% | -51.5% | +20.9% |
| All | -41.1% | +196.2% | -237.3% | -57.1% |
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