+148.7%
EWY vs USO
+213.6%
-64.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.2% | +5.4% | +3.2% |
| 7D | -0.1% | +9.1% | -9.2% | +0.2% |
| 30D | +7.3% | +21.7% | -14.4% | +8.1% |
| 3M | -5.1% | +20.2% | -25.4% | -4.3% |
| 6M | +42.1% | +43.4% | -1.3% | +41.0% |
| YTD | +94.1% | +124.0% | -29.9% | +83.7% |
| 1Y | +147.8% | +112.2% | +35.6% | +135.7% |
| 3Y | +222.9% | +97.7% | +125.3% | +205.8% |
| All | +148.7% | +213.6% | -64.8% | +93.1% |
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