-73.2%
USO vs DOV
+790.6%
-863.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.5% |
| 7D | +3.6% | +2.5% | +1.0% | +2.5% |
| 30D | +23.8% | -7.5% | +31.3% | +27.6% |
| 3M | +8.1% | -9.7% | +17.7% | +11.3% |
| 6M | +34.3% | -6.1% | +40.3% | +34.3% |
| YTD | +111.1% | +0.5% | +110.7% | +103.7% |
| 1Y | +99.9% | +10.5% | +89.4% | +84.1% |
| 3Y | +86.5% | +41.7% | +44.8% | +48.9% |
| 5Y | +200.5% | +18.4% | +182.1% | +153.8% |
| 10Y | +66.5% | +289.8% | -223.2% | -23.7% |
| All | -73.2% | +790.6% | -863.7% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DOV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling