+160.0%
USO vs DOCN
-32.3%
+192.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | +0.1% |
| 7D | -12.1% | -19.2% | +7.1% | -11.9% |
| 30D | +3.1% | -43.1% | +46.2% | +3.7% |
| 3M | +24.9% | -40.7% | +65.6% | +25.4% |
| 6M | +10.8% | -55.0% | +65.8% | +11.7% |
| YTD | +114.6% | +50.6% | +64.0% | +110.6% |
| 1Y | +109.4% | +54.0% | +55.4% | +105.4% |
| 3Y | +98.1% | +203.9% | -105.8% | +89.7% |
| All | +160.0% | -32.3% | +192.2% | +164.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling