+0.8%
SCHW vs USO
+102.2%
-101.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -8.1% | +12.6% | +4.0% |
| 7D | +5.2% | -12.7% | +17.9% | +4.3% |
| 30D | -4.7% | +1.0% | -5.7% | -4.7% |
| 3M | -11.9% | +25.6% | -37.5% | -10.5% |
| 6M | +2.7% | -1.5% | +4.2% | +3.6% |
| YTD | -5.6% | +110.3% | -115.9% | -3.3% |
| 1Y | +0.8% | +102.2% | -101.4% | +2.9% |
| All | +0.8% | +102.2% | -101.4% | +2.9% |
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