-73.9%
USO vs DOV
+782.1%
-856.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | +9.5% | -2.7% | +12.1% | +10.5% |
| 30D | +23.6% | -8.1% | +31.7% | +27.7% |
| 3M | +3.8% | -9.4% | +13.2% | +6.8% |
| 6M | +55.0% | -12.6% | +67.7% | +59.5% |
| YTD | +105.3% | -0.5% | +105.7% | +98.8% |
| 1Y | +91.4% | +9.2% | +82.1% | +77.0% |
| 3Y | +84.6% | +34.1% | +50.4% | +51.0% |
| 5Y | +191.7% | +17.3% | +174.5% | +147.4% |
| 10Y | +73.3% | +284.9% | -211.6% | -20.2% |
| All | -73.9% | +782.1% | -856.0% | -93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling