+49.6%
USO vs DGX
+14.7%
+34.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.8% | +7.4% | +5.1% |
| 7D | +11.5% | -3.5% | +14.9% | +10.4% |
| 30D | +24.1% | -2.7% | +26.8% | +23.2% |
| 3M | +17.9% | +13.9% | +4.0% | +21.6% |
| 6M | +49.6% | +16.0% | +33.6% | +58.2% |
| All | +49.6% | +14.7% | +34.9% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 6mo: compounded portfolio wealth divided by compounded DGX 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…
6mo analysis · Full analysis span regression · 6 months rolling