+195.5%
USO vs DECK
+25.5%
+170.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.6% | 0.0% |
| 7D | +9.5% | -2.2% | +11.7% | +9.4% |
| 30D | +23.6% | -13.6% | +37.2% | +22.8% |
| 3M | +3.8% | -21.2% | +25.1% | +3.0% |
| 6M | +55.0% | -21.1% | +76.1% | +54.3% |
| YTD | +105.3% | -17.2% | +122.5% | +103.9% |
| 1Y | +91.4% | -30.7% | +122.1% | +90.6% |
| 3Y | +84.6% | -3.4% | +87.9% | +80.8% |
| All | +195.5% | +25.5% | +170.0% | +207.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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