+91.4%
USO vs DE
+49.4%
+42.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +9.5% | +10.0% | -0.6% | +10.8% |
| 30D | +23.6% | +13.3% | +10.3% | +25.6% |
| 3M | +3.8% | +17.5% | -13.7% | +6.3% |
| 6M | +55.0% | +13.6% | +41.5% | +60.4% |
| YTD | +105.3% | +49.8% | +55.5% | +110.5% |
| 1Y | +91.4% | +47.9% | +43.5% | +95.0% |
| All | +91.4% | +49.4% | +42.0% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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