+213.1%
USO vs DHI
+61.2%
+151.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.0% |
| 7D | +9.1% | -3.4% | +12.5% | +8.8% |
| 30D | +21.7% | -5.4% | +27.1% | +21.2% |
| 3M | +20.2% | -10.4% | +30.7% | +19.5% |
| 6M | +43.4% | -2.8% | +46.1% | +43.6% |
| YTD | +124.0% | -3.4% | +127.4% | +124.2% |
| 1Y | +112.2% | -22.9% | +135.1% | +112.2% |
| 3Y | +97.7% | +20.7% | +77.0% | +95.4% |
| All | +213.1% | +61.2% | +151.8% | +210.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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