+207.3%
USO vs DOV
+15.8%
+191.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +2.8% |
| 7D | +6.2% | +1.3% | +4.9% | +6.2% |
| 30D | +19.1% | -8.6% | +27.7% | +19.8% |
| 3M | +14.2% | -13.1% | +27.4% | +15.4% |
| 6M | +43.7% | -8.8% | +52.6% | +43.8% |
| YTD | +116.8% | -1.2% | +118.1% | +112.4% |
| 1Y | +104.3% | +10.7% | +93.6% | +94.8% |
| 3Y | +91.5% | +39.3% | +52.3% | +70.2% |
| All | +207.3% | +15.8% | +191.6% | +188.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling