+112.0%
USO vs BBWI
-35.0%
+147.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.5% | +7.1% | +5.3% |
| 7D | +11.5% | -8.0% | +19.5% | +9.4% |
| 30D | +24.1% | -6.6% | +30.7% | +22.5% |
| 3M | +17.9% | -2.7% | +20.6% | +18.1% |
| 6M | +49.6% | -12.8% | +62.4% | +49.3% |
| YTD | +129.0% | -10.5% | +139.5% | +126.2% |
| 1Y | +112.0% | -35.3% | +147.3% | +120.1% |
| All | +112.0% | -35.0% | +147.0% | +120.1% |
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