+159.6%
USO vs DOCS
-52.4%
+212.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.3% |
| 7D | -1.9% | +2.6% | -4.5% | -1.9% |
| 30D | -5.2% | +11.4% | -16.6% | -5.2% |
| 3M | +16.4% | +25.4% | -8.9% | +16.5% |
| 6M | +2.5% | +42.5% | -40.0% | +2.6% |
| YTD | +110.5% | -24.7% | +135.2% | +112.5% |
| 1Y | +108.4% | -32.9% | +141.4% | +110.8% |
| 3Y | +99.6% | +39.6% | +60.0% | +98.7% |
| All | +159.6% | -52.4% | +212.0% | +152.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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