+76.2%
USO vs DAR
+383.2%
-307.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.5% |
| 7D | +6.2% | -0.2% | +6.4% | +6.3% |
| 30D | +19.1% | +7.4% | +11.7% | +16.6% |
| 3M | +14.2% | +15.7% | -1.5% | +9.6% |
| 6M | +43.7% | +30.0% | +13.7% | +34.0% |
| YTD | +116.8% | +87.5% | +29.3% | +83.4% |
| 1Y | +104.3% | +113.4% | -9.0% | +66.0% |
| 3Y | +91.5% | +15.3% | +76.2% | +76.8% |
| 5Y | +214.1% | -4.3% | +218.4% | +194.3% |
| All | +76.2% | +383.2% | -307.1% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling