+102.2%
USO vs BBWI
+2.4%
+99.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.1% | -12.2% | -7.0% |
| 7D | -12.7% | +8.8% | -21.5% | -10.6% |
| 30D | +1.0% | +34.8% | -33.8% | +9.4% |
| 3M | +25.6% | +12.9% | +12.7% | +30.3% |
| 6M | -1.5% | +29.6% | -31.1% | +7.9% |
| YTD | +110.3% | +20.8% | +89.5% | +125.8% |
| 1Y | +102.2% | +4.1% | +98.1% | +117.7% |
| All | +102.2% | +2.4% | +99.8% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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