+86.5%
USO vs DAR
+14.9%
+71.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.9% | -0.1% | +2.2% |
| 7D | +3.6% | -0.9% | +4.4% | +3.8% |
| 30D | +23.8% | +13.0% | +10.8% | +20.4% |
| 3M | +8.1% | +15.0% | -6.9% | +4.8% |
| 6M | +34.3% | +26.8% | +7.4% | +28.6% |
| YTD | +111.1% | +86.4% | +24.7% | +90.4% |
| 1Y | +99.9% | +115.1% | -15.2% | +75.8% |
| 3Y | +86.5% | +14.6% | +71.9% | +63.9% |
| All | +86.5% | +14.9% | +71.6% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling