+15.6%
SCHW vs USO
+111.6%
-96.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | -0.2% |
| 7D | -1.9% | +9.1% | -11.0% | -1.3% |
| 30D | -1.6% | +21.7% | -23.3% | -0.3% |
| 3M | +21.3% | +20.2% | +1.0% | +23.2% |
| 6M | +16.5% | +43.4% | -26.9% | +19.4% |
| YTD | +8.4% | +124.0% | -115.6% | +10.9% |
| 1Y | +15.6% | +112.2% | -96.6% | +17.7% |
| All | +15.6% | +111.6% | -96.0% | +17.7% |
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