+224.5%
USO vs DBX
+8.4%
+216.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.3% | +4.3% | +5.5% |
| 7D | +11.5% | -1.8% | +13.3% | +11.6% |
| 30D | +24.1% | +2.8% | +21.3% | +23.8% |
| 3M | +17.9% | +26.8% | -8.8% | +15.6% |
| 6M | +49.6% | +32.8% | +16.8% | +45.5% |
| YTD | +129.0% | +26.1% | +102.9% | +123.6% |
| 1Y | +112.0% | +14.1% | +97.9% | +108.7% |
| 3Y | +102.3% | +25.7% | +76.6% | +95.4% |
| 5Y | +224.5% | +11.2% | +213.4% | +208.7% |
| All | +224.5% | +8.4% | +216.1% | +208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 5y: compounded portfolio wealth divided by compounded DBX 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…
5y analysis · Full analysis span regression · 6 months rolling