+97.3%
USO vs DOCN
+58.0%
+39.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -0.8% |
| 7D | -10.6% | -12.1% | +1.6% | -10.7% |
| 30D | -4.6% | -41.0% | +36.5% | -5.5% |
| 3M | +12.3% | -38.7% | +51.0% | +11.4% |
| 6M | +5.9% | -51.5% | +57.4% | +4.9% |
| YTD | +104.5% | +65.3% | +39.3% | +109.8% |
| 1Y | +97.3% | +53.9% | +43.4% | +104.6% |
| All | +97.3% | +58.0% | +39.3% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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