-71.5%
USO vs DHI
+424.5%
-496.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.4% |
| 7D | +9.1% | -3.4% | +12.5% | +9.5% |
| 30D | +21.7% | -5.4% | +27.1% | +22.3% |
| 3M | +20.2% | -10.4% | +30.7% | +21.2% |
| 6M | +43.4% | -2.8% | +46.1% | +42.2% |
| YTD | +124.0% | -3.4% | +127.4% | +121.9% |
| 1Y | +112.2% | -22.9% | +135.1% | +115.8% |
| 3Y | +97.7% | +20.7% | +77.0% | +85.5% |
| 5Y | +217.4% | +62.1% | +155.3% | +180.4% |
| 10Y | +82.8% | +410.4% | -327.6% | +33.9% |
| All | -71.5% | +424.5% | -496.0% | -81.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling