+224.5%
USO vs DOV
+13.3%
+211.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.1% | +7.7% | +5.7% |
| 7D | +11.5% | -1.9% | +13.4% | +11.6% |
| 30D | +24.1% | -9.9% | +34.0% | +24.9% |
| 3M | +17.9% | -12.1% | +30.0% | +18.8% |
| 6M | +49.6% | -10.4% | +60.0% | +49.7% |
| YTD | +129.0% | -3.3% | +132.3% | +124.6% |
| 1Y | +112.0% | +7.8% | +104.2% | +102.6% |
| 3Y | +102.3% | +36.3% | +65.9% | +80.0% |
| 5Y | +224.5% | +14.8% | +209.7% | +205.0% |
| All | +224.5% | +13.3% | +211.2% | +205.0% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling